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Compass Wealth Management’s SoFi Technologies SOFI Stock Holding History

Compass 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
Q2 		– Sell
-660
Closed -$7.68K – 365
2025
Q1 		$7.68K Buy
+660
New +$9.51K ﹤0.01% 361

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Compass Wealth Management's SOFI Position: Q2 2025 in Review

Compass Wealth Management sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 660 shares — an estimated $7.68K sold.

Compass Wealth Management first reported a position in SOFI in Q1 2025 and held it in 1 quarter. The position peaked at $7.68K in Q1 2025. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Compass Wealth Management reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 660 SoFi Technologies shares in Q2 2025, an estimated $7.68K.
  • Compass Wealth Management first reported a position in SoFi Technologies in Q1 2025 and held it in 1 quarter.
  • Compass Wealth Management's SoFi Technologies position peaked at $7.68K in Q1 2025.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.