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Wealthspire Advisors (New York)’s SoFi Technologies SOFI Stock Holding History

Wealthspire Advisors (New York)’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
-3,105
Closed -$82K – 2612
2025
Q3 		$82K Buy
+3,105
New +$73.7K ﹤0.01% 1071

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 $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (New York)'s SOFI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 3,105 shares — an estimated $82K sold.

Wealthspire Advisors (New York) first reported a position in SOFI in Q3 2025 and held it in 1 quarter. The position peaked at $82K in Q3 2025. 1,004 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,105 SoFi Technologies shares in Q4 2025, an estimated $82K.
  • Wealthspire Advisors (New York) first reported a position in SoFi Technologies in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s SoFi Technologies position peaked at $82K in Q3 2025.
  • 1,004 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.