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Hemington Wealth Management’s SoFi Technologies SOFI Stock Holding History

Hemington 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
Q3 		$37K Buy
1,430
+105
+8% +$2.49K ﹤0.01% 439
2025
Q2 		$24K Buy
1,325
+122
+10% +$1.61K ﹤0.01% 558
2025
Q1 		$13K Buy
1,203
+673
+127% +$9.7K ﹤0.01% 735
2024
Q4 		$8K Buy
530
+247
+87% +$3.21K ﹤0.01% 860
2024
Q3 		$3K Buy
+283
New +$2.06K ﹤0.01% 1109

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Hemington Wealth Management's SOFI Position: Q3 2025 in Review

Hemington Wealth Management increased its SoFi Technologies (SOFI) stake by 7.9% in Q3 2025, buying an estimated $2.49K and bringing the position to 1,430 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Hemington Wealth Management first reported a position in SOFI in Q3 2024 and has held it in 5 quarters since. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Hemington Wealth Management held 1,430 shares of SoFi Technologies worth $37K as of Q3 2025.
  • Hemington Wealth Management bought 105 SoFi Technologies shares in Q3 2025, an estimated $2.49K.
  • SoFi Technologies made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #439 holding.
  • Hemington Wealth Management first reported a position in SoFi Technologies in Q3 2024 and has held it in 5 quarters since.
  • 913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.