TPA
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Trivium Point Advisory’s SoFi Technologies SOFI Stock Holding History

Trivium Point Advisory’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 		$177K Sell
11,150
-3,095
-22% -$65.2K 0.03% 270
2025
Q4 		$373K Buy
14,245
+500
+4% +$13.9K 0.04% 271
2025
Q3 		$363K Sell
13,745
-958
-7% -$22.7K 0.04% 272
2025
Q2 		$268K Buy
14,703
+3,050
+26% +$40.2K 0.03% 299
2025
Q1 		$136K Buy
11,653
+1,255
+12% +$18.1K 0.02% 331
2024
Q4 		$160K Buy
+10,398
New +$135K 0.02% 334

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return