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PSI Advisors’s SoFi Technologies SOFI Stock Holding History

PSI Advisors’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
Q2 		– Sell
-4,885
Closed -$56.8K – 596
2025
Q1 		$56.8K Hold
4,885
– – 0.02% 228
2024
Q4 		$75.2K Hold
4,885
– – 0.02% 214
2024
Q3 		$38.4K Hold
4,885
– – 0.01% 310
2024
Q2 		$32.3K Buy
4,885
+50
+1% +$353 0.01% 324
2024
Q1 		$35.3K Sell
4,835
-650
-12% -$5.16K 0.01% 310
2023
Q4 		$54.6K Buy
5,485
+400
+8% +$3.18K 0.02% 248
2023
Q3 		$40.6K Buy
5,085
+400
+9% +$3.52K 0.02% 272
2023
Q2 		$39.1K Sell
4,685
-200
-4% -$1.3K 0.02% 276
2023
Q1 		$29.7K Buy
4,885
+200
+4% +$1.21K 0.01% 289
2022
Q4 		$21.6K Sell
4,685
-600
-11% -$2.98K 0.01% 310
2022
Q3 		$26K Sell
5,285
-1,300
-20% -$8.22K 0.01% 296
2022
Q2 		$34K Buy
6,585
+5,735
+675% +$38.8K 0.02% 293
2022
Q1 		$8K Sell
850
-10,235
-92% -$118K ﹤0.01% 509
2021
Q4 		$175K Buy
11,085
+2,590
+30% +$47.5K 0.07% 156
2021
Q3 		$134K Buy
+8,495
New +$133K 0.06% 166

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PSI Advisors's SOFI Position: Q2 2025 in Review

PSI Advisors sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 4,885 shares — an estimated $56.8K sold.

PSI Advisors first reported a position in SOFI in Q3 2021 and held it in 15 quarters. The position peaked at $175K in Q4 2021. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • PSI Advisors reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 4,885 SoFi Technologies shares in Q2 2025, an estimated $56.8K.
  • PSI Advisors first reported a position in SoFi Technologies in Q3 2021 and held it in 15 quarters.
  • PSI Advisors's SoFi Technologies position peaked at $175K in Q4 2021.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.