Transce3nd’s SoFi Technologies SOFI Stock Holding History

Transce3nd’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 Q1	–	Sell	-7,500	Closed	-$116K	–	1528
2024 Q4	$116K	Buy	+7,500	New	+$97.4K	0.04%	236

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Transce3nd's SOFI Position: Q1 2025 in Review

Transce3nd sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 7,500 shares — an estimated $116K sold.

Transce3nd first reported a position in SOFI in Q4 2024 and held it in 1 quarter. The position peaked at $116K in Q4 2024. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Transce3nd reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 7,500 SoFi Technologies shares in Q1 2025, an estimated $116K.
Transce3nd first reported a position in SoFi Technologies in Q4 2024 and held it in 1 quarter.
Transce3nd's SoFi Technologies position peaked at $116K in Q4 2024.
715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.