YDMI
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Y.D. More Investments’s SoFi Technologies SOFI Stock Holding History

Y.D. More Investments’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
Q1 		– Sell
-67,039
Closed -$1.03M – 491
2024
Q4 		$1.03M Hold
67,039
– – 0.09% 111
2024
Q3 		$527K Hold
67,039
– – 0.06% 136
2024
Q2 		$443K Hold
67,039
– – 0.05% 142
2024
Q1 		$489K Sell
67,039
-13,768
-17% -$109K 0.09% 117
2023
Q4 		$804K Buy
80,807
+18,600
+30% +$148K 0.15% 83
2023
Q3 		$497K Hold
62,207
– – 0.1% 108
2023
Q2 		$519K Sell
62,207
-53,387
-46% -$348K 0.12% 88
2023
Q1 		$702K Sell
115,594
-2,000
-2% -$12.1K 0.16% 69
2022
Q4 		$540K Buy
+117,594
New +$583K 0.13% 92

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return