Wealthfront Advisers
SOFI icon

Wealthfront Advisers’s SoFi Technologies SOFI Stock Holding History

Wealthfront Advisers’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 		$2.93M Buy
184,228
+17,594
+11% +$371K 0.01% 538
2025
Q4 		$4.36M Buy
166,634
+18,672
+13% +$520K 0.01% 430
2025
Q3 		$3.91M Buy
147,962
+7,631
+5% +$181K 0.01% 441
2025
Q2 		$2.56M Sell
140,331
-11,469
-8% -$151K 0.01% 515
2025
Q1 		$1.77M Buy
151,800
+27,456
+22% +$396K ﹤0.01% 567
2024
Q4 		$1.91M Buy
124,344
+20,215
+19% +$263K 0.01% 532
2024
Q3 		$818K Buy
104,129
+17,505
+20% +$127K ﹤0.01% 685
2024
Q2 		$573K Buy
86,624
+41,193
+91% +$290K ﹤0.01% 722
2024
Q1 		$332K Buy
45,431
+26,795
+144% +$213K ﹤0.01% 785
2023
Q4 		$185K Sell
18,636
-14,455
-44% -$115K ﹤0.01% 845
2023
Q3 		$264K Buy
33,091
+5,109
+18% +$44.9K ﹤0.01% 777
2023
Q2 		$233K Buy
27,982
+15,044
+116% +$98.1K ﹤0.01% 802
2023
Q1 		$78.5K Buy
+12,938
New +$78.5K ﹤0.01% 803

Other funds holding SOFI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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