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Willis Johnson & Associates’s SoFi Technologies SOFI Stock Holding History

Willis Johnson & Associates’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
-935
Closed -$24.7K – 197
2025
Q3 		$24.7K Buy
+935
New +$22.2K ﹤0.01% 191

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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

Willis Johnson & Associates's SOFI Position: Q4 2025 in Review

Willis Johnson & Associates sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 935 shares — an estimated $24.7K sold.

Willis Johnson & Associates first reported a position in SOFI in Q3 2025 and held it in 1 quarter. The position peaked at $24.7K in Q3 2025. 1,004 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

  • Willis Johnson & Associates reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
  • Willis Johnson & Associates sold 935 SoFi Technologies shares in Q4 2025, an estimated $24.7K.
  • Willis Johnson & Associates first reported a position in SoFi Technologies in Q3 2025 and held it in 1 quarter.
  • Willis Johnson & Associates's SoFi Technologies position peaked at $24.7K in Q3 2025.
  • 1,004 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Willis Johnson & Associates's 13F filing for Q4 2025, filed 22 Jan 2026.