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Treasurer of the State of North Carolina’s
SoFi Technologies
SOFI
Stock Holding History
Treasurer of the State of North Carolina’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
$8.24M
Buy
519,117
+11,057
+2%
+$233K
0.03%
474
2025
Q4
$13.3M
Sell
508,060
-1,154
-0.2%
-$32.2K
0.04%
352
2025
Q3
$13.5M
Buy
509,214
+12,528
+3%
+$297K
0.04%
361
2025
Q2
$9.04M
Buy
496,686
+7,889
+2%
+$104K
0.03%
474
2025
Q1
$5.68M
Buy
488,797
+23,880
+5%
+$344K
0.02%
552
2024
Q4
$7.16M
Buy
464,917
+14,700
+3%
+$191K
0.03%
501
2024
Q3
$3.54M
Buy
450,217
+1,840
+0.4%
+$13.4K
0.01%
712
2024
Q2
$2.96M
Buy
448,377
+23,848
+6%
+$168K
0.01%
754
2024
Q1
$3.1M
Sell
424,529
-2,267
-0.5%
-$18K
0.01%
743
2023
Q4
$4.25M
Buy
426,796
+23,917
+6%
+$190K
0.02%
613
2023
Q3
$3.22M
Buy
402,879
+2,040
+0.5%
+$17.9K
0.02%
677
2023
Q2
$3.34M
Buy
400,839
+48,630
+14%
+$317K
0.02%
671
2023
Q1
$2.14M
Buy
352,209
+2,510
+0.7%
+$15.2K
0.01%
796
2022
Q4
$1.61M
Buy
349,699
+9,000
+3%
+$44.6K
0.01%
859
2022
Q3
$1.66M
Buy
340,699
+4,390
+1%
+$27.8K
0.01%
842
2022
Q2
$1.77M
Buy
+336,309
New
+$2.27M
0.01%
852
Other funds holding SOFI
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
New York
$127B AUM
43.98%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Qube Research & Technologies (QRT)
London, United Kingdom
$70.4B AUM
20.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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