SteelPeak Wealth’s SoFi Technologies SOFI Stock Holding History

SteelPeak Wealth’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	–	Sell	-12,381	Closed	-$324K	–	642
2025 Q4	$324K	Sell	12,381 -11,348	-48%	-$316K	0.01%	418
2025 Q3	$627K	Sell	23,729 -2,749	-10%	-$65.2K	0.02%	359
2025 Q2	$482K	Buy	26,478 +801	+3%	+$10.6K	0.02%	363
2025 Q1	$299K	Sell	25,677 -7,382	-22%	-$106K	0.01%	415
2024 Q4	$509K	Buy	33,059 +13,594	+70%	+$177K	0.02%	337
2024 Q3	$153K	Buy	+19,465	New	+$141K	0.01%	464
2022 Q3	–	Sell	-10,340	Closed	-$54K	–	436
2022 Q2	$54K	Buy	+10,340	New	+$69.9K	﹤0.01%	385

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