Texas Capital Bank Wealth Management Services’s SoFi Technologies SOFI Stock Holding History

Texas Capital Bank Wealth Management Services’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
2024 Q4	–	Sell	-50,000	Closed	-$393K	–	199
2024 Q3	$393K	Sell	50,000 -50,000	-50%	-$363K	0.04%	133
2024 Q2	$661K	Buy	100,000 +70,000	+233%	+$494K	0.07%	102
2024 Q1	$219K	Buy	30,000 +15,000	+100%	+$119K	0.02%	176
2023 Q4	$149K	Sell	15,000 -15,000	-50%	-$119K	0.02%	184
2023 Q3	$240K	Sell	30,000 -10,000	-25%	-$87.9K	0.03%	169
2023 Q2	$334K	Hold	40,000	–	–	0.04%	149
2023 Q1	$243K	Buy	+40,000	New	+$243K	0.03%	164

Other funds holding SOFI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's SOFI Position: Q4 2024 in Review

Texas Capital Bank Wealth Management Services sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 50,000 shares — an estimated $393K sold.

Texas Capital Bank Wealth Management Services first reported a position in SOFI in Q1 2023 and held it in 7 quarters. The position peaked at $661K in Q2 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

Texas Capital Bank Wealth Management Services reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 50,000 SoFi Technologies shares in Q4 2024, an estimated $393K.
Texas Capital Bank Wealth Management Services first reported a position in SoFi Technologies in Q1 2023 and held it in 7 quarters.
Texas Capital Bank Wealth Management Services's SoFi Technologies position peaked at $661K in Q2 2024.
705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2024, filed 13 Feb 2025.