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Kensington Investment Counsel’s SoFi Technologies SOFI Stock Holding History

Kensington Investment Counsel’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
2024
Q4 		– Sell
-26,740
Closed -$210K – 105
2024
Q3 		$210K Buy
26,740
+3,054
+13% +$22.2K 0.09% 108
2024
Q2 		$157K Buy
23,686
+13,510
+133% +$95.3K 0.07% 107
2024
Q1 		$74.3K Buy
+10,176
New +$80.8K 0.03% 96

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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kensington Investment Counsel's SOFI Position: Q4 2024 in Review

Kensington Investment Counsel sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 26,740 shares — an estimated $210K sold.

Kensington Investment Counsel first reported a position in SOFI in Q1 2024 and held it in 3 quarters. The position peaked at $210K in Q3 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Kensington Investment Counsel reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • Kensington Investment Counsel sold 26,740 SoFi Technologies shares in Q4 2024, an estimated $210K.
  • Kensington Investment Counsel first reported a position in SoFi Technologies in Q1 2024 and held it in 3 quarters.
  • Kensington Investment Counsel's SoFi Technologies position peaked at $210K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Kensington Investment Counsel's 13F filing for Q4 2024, filed 10 Feb 2025.