KMG Fiduciary Partners’s SoFi Technologies SOFI Stock Holding History

KMG Fiduciary Partners’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	-11,094	Closed	-$202K	–	300
2025 Q2	$202K	Buy	+11,094	New	+$146K	0.02%	288
2025 Q1	–	Sell	-11,094	Closed	-$171K	–	291
2024 Q4	$171K	Buy	+11,094	New	+$144K	0.01%	270
2024 Q1	–	Sell	-11,094	Closed	-$110K	–	242
2023 Q4	$110K	Buy	+11,094	New	+$88.2K	0.01%	234
2023 Q1	–	Sell	-11,571	Closed	-$53.3K	–	245
2022 Q4	$53.3K	Buy	+11,571	New	+$57.4K	0.01%	226
2022 Q3	–	Sell	-11,094	Closed	-$58K	–	204
2022 Q2	$58K	Buy	+11,094	New	+$75K	0.01%	202
2022 Q1	–	Sell	-11,094	Closed	-$175K	–	208
2021 Q4	$175K	Sell	11,094 -1,290	-10%	-$23.7K	0.03%	198
2021 Q3	$197K	Buy	+12,384	New	+$194K	0.03%	198

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

KMG Fiduciary Partners's SOFI Position: Q3 2025 in Review

KMG Fiduciary Partners sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 11,094 shares — an estimated $202K sold.

KMG Fiduciary Partners first reported a position in SOFI in Q3 2021 and held it in 7 quarters. The position peaked at $202K in Q2 2025. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

KMG Fiduciary Partners reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 11,094 SoFi Technologies shares in Q3 2025, an estimated $202K.
KMG Fiduciary Partners first reported a position in SoFi Technologies in Q3 2021 and held it in 7 quarters.
KMG Fiduciary Partners's SoFi Technologies position peaked at $202K in Q2 2025.
913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on KMG Fiduciary Partners's 13F filing for Q3 2025, filed 10 Oct 2025.