Zacks Investment Management’s SoFi Technologies SOFI Stock Holding History

Zacks Investment Management’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 Q1	$5.27M	Buy	332,142 +9,957	+3%	+$210K	0.04%	219
2025 Q4	$8.43M	Sell	322,185 -18,709	-5%	-$521K	0.07%	184
2025 Q3	$9.01M	Sell	340,894 -105,463	-24%	-$2.5M	0.07%	175
2025 Q2	$8.13M	Sell	446,357 -12,864	-3%	-$170K	0.07%	185
2025 Q1	$5.34M	Sell	459,221 -17,985	-4%	-$259K	0.05%	212
2024 Q4	$7.35M	Sell	477,206 -1,974	-0.4%	-$25.6K	0.07%	188
2024 Q3	$3.77M	Buy	+479,180	New	+$3.48M	0.03%	252
2023 Q4	–	Sell	-11,690	Closed	-$93.4K	–	673
2023 Q3	$93.4K	Buy	+11,690	New	+$103K	﹤0.01%	588

Other funds holding SOFI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return