Stephens Consulting’s SoFi Technologies SOFI Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-40	Closed	-$729	–	1046
2025 Q2	$729	Buy	+40	New	+$527	﹤0.01%	781
2024 Q4	–	Sell	-500	Closed	-$3.93K	–	539
2024 Q3	$3.93K	Hold	500	–	–	﹤0.01%	417
2024 Q2	$3.31K	Hold	500	–	–	﹤0.01%	455
2024 Q1	$3.65K	Hold	500	–	–	﹤0.01%	392
2023 Q4	$4.97K	Hold	500	–	–	﹤0.01%	370
2023 Q3	$4K	Hold	500	–	–	﹤0.01%	392
2023 Q2	$4.17K	Hold	500	–	–	﹤0.01%	397
2023 Q1	$3.04K	Hold	500	–	–	﹤0.01%	429
2022 Q4	$2.31K	Hold	500	–	–	﹤0.01%	426
2022 Q3	$2.44K	Hold	500	–	–	﹤0.01%	475
2022 Q2	$2.63K	Hold	500	–	–	﹤0.01%	460
2022 Q1	$4.72K	Sell	500 -500	-50%	-$5.74K	﹤0.01%	439
2021 Q4	$15.8K	Buy	+1,000	New	+$18.4K	0.01%	340

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stephens Consulting's SOFI Position: Q3 2025 in Review

Stephens Consulting sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 40 shares — an estimated $729 sold.

Stephens Consulting first reported a position in SOFI in Q4 2021 and held it in 13 quarters. The position peaked at $15.8K in Q4 2021. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

Stephens Consulting reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 40 SoFi Technologies shares in Q3 2025, an estimated $729.
Stephens Consulting first reported a position in SoFi Technologies in Q4 2021 and held it in 13 quarters.
Stephens Consulting's SoFi Technologies position peaked at $15.8K in Q4 2021.
913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.