Prosperity Wealth Management’s SoFi Technologies SOFI Stock Holding History

Prosperity Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$521K	Buy	19,900 +805	+4%	+$22.4K	0.17%	122
2025 Q3	$504K	Buy	19,095 +2,315	+14%	+$54.9K	0.17%	130
2025 Q2	$306K	Buy	16,780 +5,555	+49%	+$73.3K	0.11%	172
2025 Q1	$131K	Sell	11,225 -9,825	-47%	-$142K	0.06%	207
2024 Q4	$324K	Sell	21,050 -2,800	-12%	-$36.4K	0.13%	140
2024 Q3	$187K	Buy	+23,850	New	+$173K	0.07%	183
2024 Q1	–	Sell	-31,050	Closed	-$309K	–	203
2023 Q4	$309K	Buy	+31,050	New	+$247K	0.2%	83
2023 Q3	–	Sell	-20,500	Closed	-$171K	–	176
2023 Q2	$171K	Buy	+20,500	New	+$134K	0.11%	137
2023 Q1	–	Sell	-17,542	Closed	-$80.9K	–	160
2022 Q4	$80.9K	Buy	+17,542	New	+$87K	0.08%	126

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Prosperity Wealth Management's SOFI Position: Q4 2025 in Review

Prosperity Wealth Management increased its SoFi Technologies (SOFI) stake by 4.2% in Q4 2025, buying an estimated $22.4K and bringing the position to 19,900 shares worth $521K. The position accounts for 0.17% of the portfolio, ranked #122.

Prosperity Wealth Management first reported a position in SOFI in Q4 2022 and has held it in 9 quarters since. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Prosperity Wealth Management held 19,900 shares of SoFi Technologies worth $521K as of Q4 2025.
Prosperity Wealth Management bought 805 SoFi Technologies shares in Q4 2025, an estimated $22.4K.
SoFi Technologies made up 0.17% of Prosperity Wealth Management's portfolio in Q4 2025, its #122 holding.
Prosperity Wealth Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 9 quarters since.
1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.