Whipplewood Advisors’s SoFi Technologies SOFI Stock Holding History

Whipplewood Advisors’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 Q3	–	Sell	-35	Closed	-$637	–	1029
2025 Q2	$637	Buy	35 +10	+40%	+$132	﹤0.01%	1095
2025 Q1	$779	Buy	+25	New	+$360	﹤0.01%	1071

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

Jane Street New York $777B AUM 61.18% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whipplewood Advisors's SOFI Position: Q3 2025 in Review

Whipplewood Advisors sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 35 shares — an estimated $637 sold.

Whipplewood Advisors first reported a position in SOFI in Q1 2025 and held it in 2 quarters. The position peaked at $779 in Q1 2025. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

Whipplewood Advisors reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 35 SoFi Technologies shares in Q3 2025, an estimated $637.
Whipplewood Advisors first reported a position in SoFi Technologies in Q1 2025 and held it in 2 quarters.
Whipplewood Advisors's SoFi Technologies position peaked at $779 in Q1 2025.
912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.