West Oak Capital’s SoFi Technologies SOFI Stock Holding History

West Oak 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
2025 Q2	–	Sell	-127	Closed	-$15	–	315
2025 Q1	$15	Hold	127	–	–	﹤0.01%	274
2024 Q4	$20K	Buy	+127	New	+$1.65K	﹤0.01%	274
2022 Q2	–	Sell	-100	Closed	-$1K	–	365
2022 Q1	$1K	Buy	100 +40	+67%	+$459	﹤0.01%	348
2021 Q4	$1K	Buy	60 +35	+140%	+$642	﹤0.01%	350
2021 Q3	$0	Buy	+25	New	+$392	﹤0.01%	386

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Oak Capital's SOFI Position: Q2 2025 in Review

West Oak Capital sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 127 shares — an estimated $15 sold.

West Oak Capital first reported a position in SOFI in Q3 2021 and held it in 5 quarters. The position peaked at $20K in Q4 2024. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

West Oak Capital reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
West Oak Capital sold 127 SoFi Technologies shares in Q2 2025, an estimated $15.
West Oak Capital first reported a position in SoFi Technologies in Q3 2021 and held it in 5 quarters.
West Oak Capital's SoFi Technologies position peaked at $20K in Q4 2024.
745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on West Oak Capital's 13F filing for Q2 2025, filed 15 Jul 2025.