Reflection Asset Management’s SoFi Technologies SOFI Stock Holding History

Reflection Asset 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	$27.5K	Buy	+1,052	New	+$29.3K	0.02%	323

Other funds holding SOFI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Reflection Asset Management's SOFI Position: Q4 2025 in Review

Reflection Asset Management opened a new position in SoFi Technologies (SOFI) in Q4 2025: 1,052 shares worth $27.5K. The stake represents 0.02% of the portfolio and ranks #323 among its holdings.

1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Reflection Asset Management held 1,052 shares of SoFi Technologies worth $27.5K as of Q4 2025.
SoFi Technologies was a new Reflection Asset Management position in Q4 2025.
SoFi Technologies made up 0.02% of Reflection Asset Management's portfolio in Q4 2025, its #323 holding.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.