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TAM
Tucker Asset Management’s
SoFi Technologies
SOFI
Stock Holding History
Tucker Asset Management’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
Q4
$418K
Sell
15,977
-604
-4%
-$16.8K
0.12%
43
2025
Q3
$438K
Sell
16,581
-619
-4%
-$14.7K
0.13%
46
2025
Q2
$313K
Buy
17,200
+2,121
+14%
+$28K
0.1%
59
2025
Q1
$175K
Buy
15,079
+769
+5%
+$11.1K
0.06%
105
2024
Q4
$220K
Buy
14,310
+12,967
+966%
+$168K
0.02%
124
2024
Q3
$10.6K
Buy
1,343
+1,205
+873%
+$8.76K
﹤0.01%
690
2024
Q2
$912
Hold
138
–
–
﹤0.01%
1462
2024
Q1
$1.01K
Buy
138
+118
+590%
+$937
﹤0.01%
1434
2023
Q4
$199
Sell
20
-10,038
-100%
-$79.8K
﹤0.01%
1371
2023
Q3
$80.4K
Buy
10,058
+9,958
+9,958%
+$87.6K
0.02%
248
2023
Q2
$834
Buy
+100
New
+$652
﹤0.01%
993
2022
Q3
–
Sell
-156
Closed
-$822
–
900
2022
Q2
$822
Hold
156
–
–
﹤0.01%
550
2022
Q1
$1.47K
Buy
+156
New
+$1.79K
﹤0.01%
464
Other funds holding SOFI
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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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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