HHM Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

HHM Wealth Advisors’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	–	Sell	-300	Closed	-$5.46K	–	923
2025 Q2	$5.46K	Buy	+300	New	+$3.96K	﹤0.01%	683
2024 Q4	–	Sell	-3,450	Closed	-$27.1K	–	1039
2024 Q3	$27.1K	Hold	3,450	–	–	﹤0.01%	425
2024 Q2	$22.8K	Buy	3,450 +1,000	+41%	+$7.05K	﹤0.01%	433
2024 Q1	$17.9K	Buy	2,450 +800	+48%	+$6.35K	﹤0.01%	433
2023 Q4	$16.4K	Buy	+1,650	New	+$13.1K	﹤0.01%	438

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HHM Wealth Advisors's SOFI Position: Q3 2025 in Review

HHM Wealth Advisors sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 300 shares — an estimated $5.46K sold.

HHM Wealth Advisors first reported a position in SOFI in Q4 2023 and held it in 5 quarters. The position peaked at $27.1K in Q3 2024. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

HHM Wealth Advisors reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
HHM Wealth Advisors sold 300 SoFi Technologies shares in Q3 2025, an estimated $5.46K.
HHM Wealth Advisors first reported a position in SoFi Technologies in Q4 2023 and held it in 5 quarters.
HHM Wealth Advisors's SoFi Technologies position peaked at $27.1K in Q3 2024.
913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.