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Strategic Advocates’s SoFi Technologies SOFI Stock Holding History

Strategic Advocates’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 		$429 Sell
27
-65,565
-100% -$1.38M ﹤0.01% 250
2025
Q4 		$1.74M Hold
65,592
– – 0.45% 37
2025
Q3 		$1.73M Sell
65,592
-6,890
-10% -$163K 0.45% 38
2025
Q2 		$1.32M Hold
72,482
– – 0.39% 42
2025
Q1 		$843K Buy
72,482
+210
+0.3% +$3.03K 0.29% 55
2024
Q4 		$1.11M Sell
72,272
-26
-0% -$338 0.38% 41
2024
Q3 		$568K Hold
72,298
– – 0.2% 68
2024
Q2 		$478K Sell
72,298
-132
-0.2% -$931 0.19% 67
2024
Q1 		$529K Buy
72,430
+7,088
+11% +$56.3K 0.2% 71
2023
Q4 		$650K Hold
65,342
– – 0.28% 72
2023
Q3 		$522K Buy
+65,342
New +$575K 0.25% 72

Other funds holding SOFI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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