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Kesler Norman & Wride’s SoFi Technologies SOFI Stock Holding History

Kesler Norman & Wride’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
-11,000
Closed -$86.5K – 242
2024
Q3 		$86.5K Hold
11,000
– – 0.02% 221
2024
Q2 		$72.7K Hold
11,000
– – 0.02% 167
2024
Q1 		$80.3K Buy
+11,000
New +$87.4K 0.02% 151

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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kesler Norman & Wride's SOFI Position: Q4 2024 in Review

Kesler Norman & Wride sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 11,000 shares — an estimated $86.5K sold.

Kesler Norman & Wride first reported a position in SOFI in Q1 2024 and held it in 3 quarters. The position peaked at $86.5K in Q3 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Kesler Norman & Wride reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • Kesler Norman & Wride sold 11,000 SoFi Technologies shares in Q4 2024, an estimated $86.5K.
  • Kesler Norman & Wride first reported a position in SoFi Technologies in Q1 2024 and held it in 3 quarters.
  • Kesler Norman & Wride's SoFi Technologies position peaked at $86.5K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Kesler Norman & Wride's 13F filing for Q4 2024, filed 12 Feb 2025.