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 $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

Newman Dignan & Sheerar Inc's SOFI Position: Q3 2025 in Review

Newman Dignan & Sheerar Inc sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 20,118 shares — an estimated $366K sold.

Newman Dignan & Sheerar Inc first reported a position in SOFI in Q4 2021 and held it in 7 quarters. The position peaked at $366K in Q2 2025. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

Newman Dignan & Sheerar Inc reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 20,118 SoFi Technologies shares in Q3 2025, an estimated $366K.
Newman Dignan & Sheerar Inc first reported a position in SoFi Technologies in Q4 2021 and held it in 7 quarters.
Newman Dignan & Sheerar Inc's SoFi Technologies position peaked at $366K in Q2 2025.
913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2025, filed 9 Oct 2025.