SW
SOFI icon

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 – 1459
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
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 $3.38T AUM 44.17% 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

SVB Wealth's SOFI Position: Q2 2025 in Review

SVB Wealth sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 2,447 shares — an estimated $28.5K sold.

SVB Wealth first reported a position in SOFI in Q3 2021 and held it in 10 quarters. The position peaked at $1.52M in Q2 2023. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • SVB Wealth reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,447 SoFi Technologies shares in Q2 2025, an estimated $28.5K.
  • SVB Wealth first reported a position in SoFi Technologies in Q3 2021 and held it in 10 quarters.
  • SVB Wealth's SoFi Technologies position peaked at $1.52M in Q2 2023.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.