Virtus Wealth Solutions’s SoFi Technologies SOFI Stock Holding History

Virtus Wealth 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 Q4	–	Sell	-179,605	Closed	-$4.75M	–	61
2025 Q3	$4.75M	Buy	+179,605	New	+$4.26M	0.91%	21

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B 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 $666B 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

Virtus Wealth Solutions's SOFI Position: Q4 2025 in Review

Virtus Wealth Solutions sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 179,605 shares — an estimated $4.75M sold.

Virtus Wealth Solutions first reported a position in SOFI in Q3 2025 and held it in 1 quarter. The position peaked at $4.75M in Q3 2025. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Virtus Wealth Solutions reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Virtus Wealth Solutions sold 179,605 SoFi Technologies shares in Q4 2025, an estimated $4.75M.
Virtus Wealth Solutions first reported a position in SoFi Technologies in Q3 2025 and held it in 1 quarter.
Virtus Wealth Solutions's SoFi Technologies position peaked at $4.75M in Q3 2025.
1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Virtus Wealth Solutions's 13F filing for Q4 2025, filed 29 Jan 2026.