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Yeomans Consulting Group’s SoFi Technologies SOFI Stock Holding History

Yeomans Consulting Group’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 		$345K Sell
13,175
-4,679
-26% -$130K 0.1% 92
2025
Q3 		$460K Buy
+17,854
New +$424K 0.16% 62
2025
Q1 		– Sell
-21,684
Closed -$334K – 97
2024
Q4 		$334K Buy
+21,684
New +$282K 0.13% 75

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

Yeomans Consulting Group's SOFI Position: Q4 2025 in Review

Yeomans Consulting Group reduced its SoFi Technologies (SOFI) stake by 26% in Q4 2025, selling an estimated $130K and leaving 13,175 shares worth $345K. The position accounts for 0.1% of the portfolio, ranked #92.

Yeomans Consulting Group first reported a position in SOFI in Q4 2024 and has held it in 3 quarters since. The position peaked at $460K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

  • Yeomans Consulting Group held 13,175 shares of SoFi Technologies worth $345K as of Q4 2025.
  • Yeomans Consulting Group sold 4,679 SoFi Technologies shares in Q4 2025, an estimated $130K.
  • SoFi Technologies made up 0.1% of Yeomans Consulting Group's portfolio in Q4 2025, its #92 holding.
  • Yeomans Consulting Group first reported a position in SoFi Technologies in Q4 2024 and has held it in 3 quarters since.
  • Yeomans Consulting Group's SoFi Technologies position peaked at $460K in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.