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Brown, Lisle/Cummings’s SoFi Technologies SOFI Stock Holding History

Brown, Lisle/Cummings’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
-800
Closed -$12.3K – 798
2024
Q4 		$12.3K Hold
800
– – ﹤0.01% 470
2024
Q3 		$6.29K Hold
800
– – ﹤0.01% 500
2024
Q2 		$5.29K Buy
+800
New +$5.64K ﹤0.01% 506

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

Brown, Lisle/Cummings's SOFI Position: Q1 2025 in Review

Brown, Lisle/Cummings sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 800 shares — an estimated $12.3K sold.

Brown, Lisle/Cummings first reported a position in SOFI in Q2 2024 and held it in 3 quarters. The position peaked at $12.3K in Q4 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Brown, Lisle/Cummings reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 800 SoFi Technologies shares in Q1 2025, an estimated $12.3K.
  • Brown, Lisle/Cummings first reported a position in SoFi Technologies in Q2 2024 and held it in 3 quarters.
  • Brown, Lisle/Cummings's SoFi Technologies position peaked at $12.3K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2025, filed 22 Apr 2025.