Zazove Associates’s SoFi Technologies SOFI Stock Holding History

Zazove 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
2026 Q2	–	Sell	-50,000	Closed	-$72K	–	177
2026 Q1	$72K	Buy	+50,000	New	+$1.05M	﹤0.01%	177

Other funds holding SOFI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

PLFS

Provident Living Financial Services Lehi, Utah $101M AUM

Zazove Associates's SOFI Position: Q1 2023 in Review

Zazove Associates sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 160,859 shares — an estimated $742K sold.

Zazove Associates first reported a position in SOFI in Q1 2022 and held it in 4 quarters. The position peaked at $1.42M in Q1 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

Zazove Associates reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
Zazove Associates sold 160,859 SoFi Technologies shares in Q1 2023, an estimated $742K.
Zazove Associates first reported a position in SoFi Technologies in Q1 2022 and held it in 4 quarters.
Zazove Associates's SoFi Technologies position peaked at $1.42M in Q1 2022.
531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Zazove Associates's 13F filing for Q1 2023, filed 4 May 2023.