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West Branch Capital’s SoFi Technologies SOFI Stock Holding History

West Branch Capital’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
2024
Q2 		– Sell
-6
Closed -$44 – 435
2024
Q1 		$44 Hold
6
– – ﹤0.01% 423
2023
Q4 		$60 Hold
6
– – ﹤0.01% 440
2023
Q3 		$48 Sell
6
-30
-83% -$264 ﹤0.01% 440
2023
Q2 		$301 Hold
36
– – ﹤0.01% 429
2023
Q1 		$219 Hold
36
– – ﹤0.01% 441
2022
Q4 		$166 Buy
36
+6
+20% +$30 ﹤0.01% 443
2022
Q3 		$0 Hold
30
– – ﹤0.01% 470
2022
Q2 		$0 Buy
+30
New +$203 ﹤0.01% 452

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
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

West Branch Capital's SOFI Position: Q2 2024 in Review

West Branch Capital sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 6 shares — an estimated $44 sold.

West Branch Capital first reported a position in SOFI in Q2 2022 and held it in 8 quarters. The position peaked at $301 in Q2 2023. 592 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

  • West Branch Capital reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
  • West Branch Capital sold 6 SoFi Technologies shares in Q2 2024, an estimated $44.
  • West Branch Capital first reported a position in SoFi Technologies in Q2 2022 and held it in 8 quarters.
  • West Branch Capital's SoFi Technologies position peaked at $301 in Q2 2023.
  • 592 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on West Branch Capital's 13F filing for Q2 2024, filed 26 Jul 2024.