UMB Bank’s SoFi Technologies SOFI Stock Holding History

UMB Bank’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	$518K	Buy	32,640 +191	+0.6%	+$4.03K	0.01%	469
2025 Q4	$850K	Buy	32,449 +1,337	+4%	+$37.3K	0.01%	385
2025 Q3	$822K	Sell	31,112 -2,079	-6%	-$49.3K	0.01%	359
2025 Q2	$604K	Buy	33,191 +36	+0.1%	+$475	0.01%	393
2025 Q1	$386K	Sell	33,155 -7,489	-18%	-$108K	0.01%	444
2024 Q4	$626K	Buy	40,644 +9,407	+30%	+$122K	0.01%	383
2024 Q3	$246K	Hold	31,237	–	–	﹤0.01%	530
2024 Q2	$206K	Hold	31,237	–	–	﹤0.01%	552
2024 Q1	$228K	Buy	31,237 +8,278	+36%	+$65.7K	﹤0.01%	537
2023 Q4	$228K	Buy	22,959 +7,843	+52%	+$62.3K	﹤0.01%	553
2023 Q3	$121K	Buy	15,116 +8,945	+145%	+$78.7K	﹤0.01%	664
2023 Q2	$51.5K	Hold	6,171	–	–	﹤0.01%	841
2023 Q1	$37.5K	Hold	6,171	–	–	﹤0.01%	917
2022 Q4	$28K	Hold	6,171	–	–	﹤0.01%	1000
2022 Q3	$30K	Hold	6,171	–	–	﹤0.01%	993
2022 Q2	$33K	Buy	+6,171	New	+$41.7K	﹤0.01%	1019

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