TrueFG’s SoFi Technologies SOFI Stock Holding History

TrueFG’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	$256K	Sell	16,125 -175	-1%	-$3.69K	0.07%	58
2025 Q4	$427K	Hold	16,300	–	–	0.11%	45
2025 Q3	$431K	Hold	16,300	–	–	0.12%	41
2025 Q2	$297K	Hold	16,300	–	–	0.09%	44
2025 Q1	$190K	Hold	16,300	–	–	0.06%	48
2024 Q4	$251K	Hold	16,300	–	–	0.08%	46
2024 Q3	$128K	Buy	16,300 +1,000	+7%	+$7.27K	0.04%	51
2024 Q2	$101K	Buy	15,300 +1,500	+11%	+$10.6K	0.04%	48
2024 Q1	$101K	Buy	13,800 +850	+7%	+$6.75K	0.04%	47
2023 Q4	$129K	Hold	12,950	–	–	0.05%	44
2023 Q3	$103K	Buy	12,950 +150	+1%	+$1.32K	0.04%	39
2023 Q2	$107K	Buy	+12,800	New	+$83.4K	0.05%	38

Other funds holding SOFI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return