Smartleaf Asset Management’s SoFi Technologies SOFI Stock Holding History

Smartleaf 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
2026 Q1	$54.7K	Buy	3,611 +9	+0.2%	+$190	﹤0.01%	1408
2025 Q4	$95.7K	Buy	3,602 +783	+28%	+$21.8K	﹤0.01%	1211
2025 Q3	$77.7K	Buy	2,819 +1,000	+55%	+$23.7K	﹤0.01%	1205
2025 Q2	$31.3K	Sell	1,819 -467	-20%	-$6.16K	﹤0.01%	1366
2025 Q1	$27.1K	Buy	2,286 +640	+39%	+$9.22K	﹤0.01%	1455
2024 Q4	$25.7K	Buy	1,646 +590	+56%	+$7.66K	﹤0.01%	1509
2024 Q3	$8.39K	Buy	1,056 +557	+112%	+$4.05K	﹤0.01%	1865
2024 Q2	$3.26K	Buy	499 +347	+228%	+$2.45K	﹤0.01%	2009
2024 Q1	$1.12K	Buy	+152	New	+$1.21K	﹤0.01%	1595

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