Ulland Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Ulland Investment Advisors’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 Q2	–	Sell	-5	Closed	–	–	230
2025 Q1	$0	Buy	+5	New	+$72	﹤0.01%	227

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

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

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

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

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Ulland Investment Advisors's SOFI Position: Q2 2025 in Review

Ulland Investment Advisors sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 5 shares.

Ulland Investment Advisors first reported a position in SOFI in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

Ulland Investment Advisors reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
Ulland Investment Advisors sold 5 SoFi Technologies shares in Q2 2025.
Ulland Investment Advisors first reported a position in SoFi Technologies in Q1 2025 and held it in 1 quarter.
Ulland Investment Advisors's SoFi Technologies position peaked at $0 in Q1 2025.
745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Ulland Investment Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.