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Kellett Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Kellett 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
Q2 		– Sell
-10,000
Closed -$116K – 78
2025
Q1 		$116K Buy
+10,000
New +$144K 0.08% 71

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

Kellett Wealth Advisors's SOFI Position: Q2 2025 in Review

Kellett Wealth Advisors sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 10,000 shares — an estimated $116K sold.

Kellett Wealth Advisors first reported a position in SOFI in Q1 2025 and held it in 1 quarter. The position peaked at $116K in Q1 2025. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Kellett Wealth Advisors reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Kellett Wealth Advisors sold 10,000 SoFi Technologies shares in Q2 2025, an estimated $116K.
  • Kellett Wealth Advisors first reported a position in SoFi Technologies in Q1 2025 and held it in 1 quarter.
  • Kellett Wealth Advisors's SoFi Technologies position peaked at $116K in Q1 2025.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Kellett Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.