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	-7,500	Closed	-$198K	–	198
2025 Q3	$198K	Buy	+7,500	New	+$178K	0.01%	182

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

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

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

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.