Sanctuary Advisors’s SoFi Technologies SOFI Stock Holding History

Sanctuary 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
2026 Q1	$3.8M	Sell	239,487 -46,124	-16%	-$972K	0.02%	649
2025 Q4	$7.48M	Buy	285,611 +16,788	+6%	+$468K	0.04%	438
2025 Q3	$7.1M	Buy	268,823 +139,766	+108%	+$3.32M	0.04%	429
2025 Q2	$2.35M	Buy	129,057 +59,870	+87%	+$790K	0.01%	776
2025 Q1	$805K	Buy	69,187 +31,553	+84%	+$455K	0.01%	1235
2024 Q4	$619K	Sell	37,634 -2,347	-6%	-$30.5K	﹤0.01%	1564
2024 Q3	$624K	Sell	39,981 -70,621	-64%	-$513K	﹤0.01%	1567
2024 Q2	$870K	Buy	+110,602	New	+$780K	0.01%	1279

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