SVB Wealth’s SoFi Technologies SOFI Stock Holding History

SVB 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
2025 Q2	–	Sell	-2,447	Closed	-$28.5K	–	1460
2025 Q1	$28.5K	Buy	+2,447	New	+$35.3K	﹤0.01%	679
2024 Q1	–	Sell	-58,995	Closed	-$587K	–	908
2023 Q4	$587K	Sell	58,995 -123,206	-68%	-$979K	0.01%	443
2023 Q3	$1.46M	Buy	182,201 +363	+0.2%	+$3.19K	0.03%	272
2023 Q2	$1.52M	Buy	181,838 +1,529	+0.8%	+$9.97K	0.03%	277
2023 Q1	$1.09M	Buy	180,309 +1,026	+0.6%	+$6.22K	0.02%	358
2022 Q4	$826K	Buy	179,283 +49,232	+38%	+$244K	0.01%	443
2022 Q3	$635K	Buy	130,051 +85,540	+192%	+$541K	0.01%	472
2022 Q2	$235K	Buy	44,511 +924	+2%	+$6.24K	﹤0.01%	638
2022 Q1	$412K	Buy	+43,587	New	+$501K	0.01%	489
2021 Q4	–	Sell	-46,694	Closed	-$742K	–	936
2021 Q3	$742K	Buy	+46,694	New	+$732K	0.01%	477

Other funds holding SOFI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return