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Global Wealth Management Investment Advisory’s SoFi Technologies SOFI Stock Holding History

Global Wealth Management Investment Advisory’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
-10,612
Closed -$123K – 149
2025
Q1 		$123K Buy
+10,612
New +$153K 0.02% 136
2024
Q4 		– Sell
-11,870
Closed -$93.3K – 151
2024
Q3 		$93.3K Buy
+11,870
New +$86.3K 0.02% 134
2024
Q2 		– Sell
-15,028
Closed -$110K – 136
2024
Q1 		$110K Buy
15,028
+5,116
+52% +$40.6K 0.03% 131
2023
Q4 		$98.6K Sell
9,912
-568
-5% -$4.51K 0.03% 153
2023
Q3 		$83.7K Buy
10,480
+736
+8% +$6.47K 0.02% 165
2023
Q2 		$81.3K Sell
9,744
-649
-6% -$4.23K 0.02% 170
2023
Q1 		$63.1K Sell
10,393
-596
-5% -$3.61K 0.02% 134
2022
Q4 		$50.7K Sell
10,989
-5,385
-33% -$26.7K 0.02% 132
2022
Q3 		$80K Buy
16,374
+4,815
+42% +$30.5K 0.03% 134
2022
Q2 		$61K Buy
11,559
+126
+1% +$851 0.02% 166
2022
Q1 		$108K Buy
11,433
+110
+1% +$1.26K 0.03% 158
2021
Q4 		$179K Buy
11,323
+3,697
+48% +$67.9K 0.05% 143
2021
Q3 		$121K Buy
+7,626
New +$120K 0.04% 161

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

Global Wealth Management Investment Advisory's SOFI Position: Q2 2025 in Review

Global Wealth Management Investment Advisory sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 10,612 shares — an estimated $123K sold.

Global Wealth Management Investment Advisory first reported a position in SOFI in Q3 2021 and held it in 13 quarters. The position peaked at $179K in Q4 2021. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Global Wealth Management Investment Advisory reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 10,612 SoFi Technologies shares in Q2 2025, an estimated $123K.
  • Global Wealth Management Investment Advisory first reported a position in SoFi Technologies in Q3 2021 and held it in 13 quarters.
  • Global Wealth Management Investment Advisory's SoFi Technologies position peaked at $179K in Q4 2021.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2025, filed 7 Aug 2025.