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Sandy Spring Bank’s SoFi Technologies SOFI Stock Holding History

Sandy Spring Bank’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
Q1 		$40K Buy
3,441
+30
+0.9% +$432 ﹤0.01% 615
2024
Q4 		$52.5K Buy
3,411
+20
+0.6% +$260 ﹤0.01% 571
2024
Q3 		$26.7K Sell
3,391
-715
-17% -$5.2K ﹤0.01% 708
2024
Q2 		$27.1K Sell
4,106
-4,000
-49% -$28.2K ﹤0.01% 697
2024
Q1 		$59.2K Buy
8,106
+900
+12% +$7.15K ﹤0.01% 545
2023
Q4 		$71.7K Buy
7,206
+150
+2% +$1.19K ﹤0.01% 497
2023
Q3 		$56.4K Sell
7,056
-225
-3% -$1.98K ﹤0.01% 529
2023
Q2 		$60.7K Sell
7,281
-3,850
-35% -$25.1K ﹤0.01% 505
2023
Q1 		$67.6K Sell
11,131
-4,725
-30% -$28.7K ﹤0.01% 483
2022
Q4 		$73.1K Sell
15,856
-16,000
-50% -$79.4K ﹤0.01% 464
2022
Q3 		$156K Sell
31,856
-4,820
-13% -$30.5K 0.01% 351
2022
Q2 		$194K Sell
36,676
-41,604
-53% -$281K 0.01% 329
2022
Q1 		$740K Buy
78,280
+10,889
+16% +$125K 0.04% 227
2021
Q4 		$1.07M Buy
67,391
+46,911
+229% +$861K 0.05% 208
2021
Q3 		$325K Buy
20,480
+19,306
+1,644% +$303K 0.02% 290
2021
Q2 		$23K Hold
1,174
– – ﹤0.01% 748
2021
Q1 		$20K Buy
+1,174
New +$23.2K ﹤0.01% 681

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sandy Spring Bank's SOFI Position: Q1 2025 in Review

Sandy Spring Bank increased its SoFi Technologies (SOFI) stake by 0.88% in Q1 2025, buying an estimated $432 and bringing the position to 3,441 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Sandy Spring Bank first reported a position in SOFI in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.07M in Q4 2021. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Sandy Spring Bank held 3,441 shares of SoFi Technologies worth $40K as of Q1 2025.
  • Sandy Spring Bank bought 30 SoFi Technologies shares in Q1 2025, an estimated $432.
  • SoFi Technologies made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #615 holding.
  • Sandy Spring Bank first reported a position in SoFi Technologies in Q1 2021 and has held it in 17 quarters since.
  • Sandy Spring Bank's SoFi Technologies position peaked at $1.07M in Q4 2021.
  • 715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.