SageView Advisory Group’s SoFi Technologies SOFI Stock Holding History

SageView Advisory Group’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	$309K	Sell	11,784 -1,118	-9%	-$31.2K	0.01%	483
2025 Q3	$341K	Sell	12,902 -474	-4%	-$11.2K	0.01%	478
2025 Q2	$281K	Buy	13,376 +1,890	+16%	+$24.9K	0.01%	513
2025 Q1	$134K	Sell	11,486 -1,401	-11%	-$20.2K	0.01%	586
2024 Q4	$198K	Buy	+12,887	New	+$167K	0.01%	577
2024 Q3	–	Sell	-11,892	Closed	-$78.6K	–	570
2024 Q2	$78.6K	Buy	11,892 +9,795	+467%	+$69.1K	﹤0.01%	554
2024 Q1	$264K	Buy	+2,097	New	+$16.7K	0.01%	444

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 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

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

Bank of America

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