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Vestmark Advisory Solutions’s SoFi Technologies SOFI Stock Holding History

Vestmark Advisory Solutions’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
Q3 		– Sell
-11,492
Closed -$209K – 987
2025
Q2 		$209K Buy
+11,492
New +$152K ﹤0.01% 756
2025
Q1 		– Sell
-290,992
Closed -$3.58M – 667
2024
Q4 		$3.58M Buy
290,992
+57,571
+25% +$748K 0.12% 177
2024
Q3 		$1.83M Sell
233,421
-167,949
-42% -$1.22M 0.07% 253
2024
Q2 		$2.65M Sell
401,370
-150,657
-27% -$1.06M 0.11% 200
2024
Q1 		$4.03M Buy
+552,027
New +$4.38M 0.17% 140

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vestmark Advisory Solutions's SOFI Position: Q3 2025 in Review

Vestmark Advisory Solutions sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 11,492 shares — an estimated $209K sold.

Vestmark Advisory Solutions first reported a position in SOFI in Q1 2024 and held it in 5 quarters. The position peaked at $4.03M in Q1 2024. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Vestmark Advisory Solutions reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 11,492 SoFi Technologies shares in Q3 2025, an estimated $209K.
  • Vestmark Advisory Solutions first reported a position in SoFi Technologies in Q1 2024 and held it in 5 quarters.
  • Vestmark Advisory Solutions's SoFi Technologies position peaked at $4.03M in Q1 2024.
  • 913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.