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	–	597
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

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

Bank of America

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

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

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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