LW
SOFI icon

Lauer Wealth’s SoFi Technologies SOFI Stock Holding History

Lauer Wealth’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
-25,057
Closed -$333K – 65
2025
Q1 		$333K Sell
25,057
-26,100
-51% -$376K 0.26% 34
2024
Q4 		$710K Sell
51,157
-27,520
-35% -$357K 0.47% 21
2024
Q3 		$745K Buy
78,677
+7,874
+11% +$57.2K 0.58% 19
2024
Q2 		$416K Buy
70,803
+26,546
+60% +$187K 0.33% 24
2024
Q1 		$338K Buy
44,257
+12,700
+40% +$101K 0.29% 33
2023
Q4 		$250K Buy
31,557
+1,036
+3% +$8.23K 0.23% 41
2023
Q3 		$252K Buy
+30,521
New +$268K 0.27% 40
2023
Q2 		– Sell
-26,598
Closed -$173K – 50
2023
Q1 		$83.3K Buy
+26,598
New +$161K 0.1% 40

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

Lauer Wealth's SOFI Position: Q2 2025 in Review

Lauer Wealth sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 25,057 shares — an estimated $333K sold.

Lauer Wealth first reported a position in SOFI in Q1 2023 and held it in 8 quarters. The position peaked at $745K in Q3 2024. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Lauer Wealth reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Lauer Wealth sold 25,057 SoFi Technologies shares in Q2 2025, an estimated $333K.
  • Lauer Wealth first reported a position in SoFi Technologies in Q1 2023 and held it in 8 quarters.
  • Lauer Wealth's SoFi Technologies position peaked at $745K in Q3 2024.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Lauer Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.