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
2023 Q3	–	Sell	-51,021	Closed	-$372K	–	48
2023 Q2	$372K	Buy	+51,021	New	+$333K	0.38%	33

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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.