ZB
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Zions Bancorporation’s SoFi Technologies SOFI Stock Holding History

Zions Bancorporation’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
2024
Q3 		– Sell
-19,081
Closed -$126K – 922
2024
Q2 		$126K Hold
19,081
– – 0.01% 359
2024
Q1 		$139K Sell
19,081
-4,826
-20% -$38.3K 0.01% 342
2023
Q4 		$238K Hold
23,907
– – 0.02% 303
2023
Q3 		$191K Hold
23,907
– – 0.02% 305
2023
Q2 		$199K Hold
23,907
– – 0.02% 309
2023
Q1 		$145K Sell
23,907
-441
-2% -$2.67K 0.01% 325
2022
Q4 		$112K Hold
24,348
– – 0.01% 352
2022
Q3 		$119K Sell
24,348
-518
-2% -$3.28K 0.01% 334
2022
Q2 		$131K Buy
24,866
+24,456
+5,965% +$165K 0.01% 350
2022
Q1 		$4K Buy
+410
New +$4.71K ﹤0.01% 1001

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Zions Bancorporation's SOFI Position: Q3 2024 in Review

Zions Bancorporation sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 19,081 shares — an estimated $126K sold.

Zions Bancorporation first reported a position in SOFI in Q1 2022 and held it in 10 quarters. The position peaked at $238K in Q4 2023. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • Zions Bancorporation reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
  • Zions Bancorporation sold 19,081 SoFi Technologies shares in Q3 2024, an estimated $126K.
  • Zions Bancorporation first reported a position in SoFi Technologies in Q1 2022 and held it in 10 quarters.
  • Zions Bancorporation's SoFi Technologies position peaked at $238K in Q4 2023.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Zions Bancorporation's 13F filing for Q3 2024, filed 6 Nov 2024.