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Smith Anglin Financial’s SoFi Technologies SOFI Stock Holding History

Smith Anglin Financial’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
-14,450
Closed -$168K – 223
2025
Q1 		$168K Sell
14,450
-50
-0.3% -$721 0.02% 204
2024
Q4 		$223K Sell
14,500
-500
-3% -$6.49K 0.02% 192
2024
Q3 		$118K Buy
15,000
+4,500
+43% +$32.7K 0.01% 196
2024
Q2 		$69.4K Buy
10,500
+200
+2% +$1.41K 0.01% 192
2024
Q1 		$75.2K Hold
10,300
– – 0.01% 194
2023
Q4 		$102K Sell
10,300
-1,250
-11% -$9.94K 0.01% 178
2023
Q3 		$92.3K Hold
11,550
– – 0.01% 171
2023
Q2 		$96.3K Hold
11,550
– – 0.01% 167
2023
Q1 		$70.1K Buy
+11,550
New +$70K 0.01% 164
2021
Q3 		– Sell
-10,046
Closed -$193K – 148
2021
Q2 		$193K Buy
+10,046
New +$186K 0.04% 139

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Smith Anglin Financial's SOFI Position: Q2 2025 in Review

Smith Anglin Financial sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 14,450 shares — an estimated $168K sold.

Smith Anglin Financial first reported a position in SOFI in Q2 2021 and held it in 10 quarters. The position peaked at $223K in Q4 2024. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Smith Anglin Financial reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Smith Anglin Financial sold 14,450 SoFi Technologies shares in Q2 2025, an estimated $168K.
  • Smith Anglin Financial first reported a position in SoFi Technologies in Q2 2021 and held it in 10 quarters.
  • Smith Anglin Financial's SoFi Technologies position peaked at $223K in Q4 2024.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.