Quadcap Wealth Management’s SoFi Technologies SOFI Stock Holding History

Quadcap 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
2026 Q1	–	Sell	-8,153	Closed	-$213K	–	420
2025 Q4	$213K	Sell	8,153 -14	-0.2%	-$390	0.02%	367
2025 Q3	$216K	Buy	+8,167	New	+$194K	0.03%	375
2025 Q2	–	Sell	-10,321	Closed	-$120K	–	414
2025 Q1	$120K	Sell	10,321 -16	-0.2%	-$231	0.02%	361
2024 Q4	$159K	Sell	10,337 -1,261	-11%	-$16.4K	0.02%	363
2024 Q3	$91.2K	Hold	11,598	–	–	0.01%	372
2024 Q2	$76.7K	Buy	11,598 +912	+9%	+$6.43K	0.01%	374
2024 Q1	$78K	Buy	10,686 +570	+6%	+$4.53K	0.02%	320
2023 Q4	$101K	Buy	+10,116	New	+$80.4K	0.03%	324

Other funds holding SOFI

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Geode Capital Management

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return