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Axxcess Wealth Management’s SoFi Technologies SOFI Stock Holding History

Axxcess Wealth 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
2025
Q1 		– Sell
-11,254
Closed -$173K – 924
2024
Q4 		$173K Sell
11,254
-5,225
-32% -$67.9K ﹤0.01% 829
2024
Q3 		$130K Sell
16,479
-8,703
-35% -$63.3K ﹤0.01% 864
2024
Q2 		$166K Sell
25,182
-223
-0.9% -$1.57K ﹤0.01% 809
2024
Q1 		$185K Buy
+25,405
New +$202K 0.01% 830

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Axxcess Wealth Management's SOFI Position: Q1 2025 in Review

Axxcess Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 11,254 shares — an estimated $173K sold.

Axxcess Wealth Management first reported a position in SOFI in Q1 2024 and held it in 4 quarters. The position peaked at $185K in Q1 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Axxcess Wealth Management reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,254 SoFi Technologies shares in Q1 2025, an estimated $173K.
  • Axxcess Wealth Management first reported a position in SoFi Technologies in Q1 2024 and held it in 4 quarters.
  • Axxcess Wealth Management's SoFi Technologies position peaked at $185K in Q1 2024.
  • 716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.