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Burr Financial Services’s SoFi Technologies SOFI Stock Holding History

Burr Financial Services’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
Q2 		– Sell
-15,580
Closed -$181K – 35
2025
Q1 		$181K Buy
15,580
+1,490
+11% +$21.5K 0.14% 35
2024
Q4 		$217K Buy
+14,090
New +$183K 0.15% 30
2024
Q2 		– Sell
-13,900
Closed -$98.1K – 33
2024
Q1 		$98.1K Hold
13,900
– – 0.08% 33
2023
Q4 		$99.9K Buy
+13,900
New +$110K 0.08% 34

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burr Financial Services's SOFI Position: Q2 2025 in Review

Burr Financial Services sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 15,580 shares — an estimated $181K sold.

Burr Financial Services first reported a position in SOFI in Q4 2023 and held it in 4 quarters. The position peaked at $217K in Q4 2024. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Burr Financial Services reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Burr Financial Services sold 15,580 SoFi Technologies shares in Q2 2025, an estimated $181K.
  • Burr Financial Services first reported a position in SoFi Technologies in Q4 2023 and held it in 4 quarters.
  • Burr Financial Services's SoFi Technologies position peaked at $217K in Q4 2024.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Burr Financial Services's 13F filing for Q2 2025, filed 9 Jul 2025.