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Sherbrooke Park Advisers’s SoFi Technologies SOFI Stock Holding History

Sherbrooke Park Advisers’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
Q2 		– Sell
-33,165
Closed -$386K – 763
2025
Q1 		$386K Buy
+33,165
New +$478K 0.18% 211
2024
Q4 		– Sell
-17,432
Closed -$137K – 1129
2024
Q3 		$137K Buy
+17,432
New +$127K 0.03% 810
2023
Q3 		– Sell
-11,062
Closed -$92.3K – 611
2023
Q2 		$92.3K Buy
+11,062
New +$72.1K 0.05% 326

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sherbrooke Park Advisers's SOFI Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 33,165 shares — an estimated $386K sold.

Sherbrooke Park Advisers first reported a position in SOFI in Q2 2023 and held it in 3 quarters. The position peaked at $386K in Q1 2025. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 33,165 SoFi Technologies shares in Q2 2025, an estimated $386K.
  • Sherbrooke Park Advisers first reported a position in SoFi Technologies in Q2 2023 and held it in 3 quarters.
  • Sherbrooke Park Advisers's SoFi Technologies position peaked at $386K in Q1 2025.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.