Y-Intercept (HK)’s SoFi Technologies SOFI Stock Holding History

Y-Intercept (HK)’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
2026 Q2	$1.26M	Buy	+70,457	New	+$1.19M	0.03%	940
2025 Q3	–	Sell	-1,160,036	Closed	-$21.1M	–	2009
2025 Q2	$21.1M	Buy	+1,160,036	New	+$15.3M	0.52%	10
2025 Q1	–	Sell	-22,711	Closed	-$350K	–	1580
2024 Q4	$350K	Sell	22,711 -220,887	-91%	-$2.87M	0.02%	883
2024 Q3	$1.91M	Buy	+243,598	New	+$1.77M	0.12%	219
2024 Q1	–	Sell	-444,095	Closed	-$4.42M	–	1735
2023 Q4	$4.42M	Buy	+444,095	New	+$3.53M	0.41%	24
2023 Q3	–	Sell	-180,255	Closed	-$1.5M	–	1550
2023 Q2	$1.5M	Sell	180,255 -47,585	-21%	-$310K	0.16%	161
2023 Q1	$1.38M	Buy	+227,840	New	+$1.38M	0.16%	172

Other funds holding SOFI

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return