Newman Dignan & Sheerar Inc’s SoFi Technologies SOFI Stock Holding History

Newman Dignan & Sheerar Inc’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	-20,118	Closed	-$366K	–	195
2025 Q2	$366K	Buy	20,118 +1,250	+7%	+$16.5K	0.08%	138
2025 Q1	$219K	Buy	18,868 +2,095	+12%	+$30.2K	0.06%	154
2024 Q4	$258K	Sell	16,773 -1,600	-9%	-$20.8K	0.07%	153
2024 Q3	$206K	Buy	+18,373	New	+$134K	0.05%	174
2024 Q1	–	Sell	-15,223	Closed	-$151K	–	183
2023 Q4	$151K	Buy	+15,223	New	+$121K	0.05%	166
2023 Q1	–	Sell	-16,843	Closed	-$77.6K	–	202
2022 Q4	$77.6K	Buy	+16,843	New	+$83.5K	0.03%	182
2022 Q1	–	Sell	-10,148	Closed	-$160K	–	215
2021 Q4	$160K	Buy	+10,148	New	+$186K	0.05%	191

Other funds holding SOFI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return