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Next Financial Group’s SoFi Technologies SOFI Stock Holding History

Next Financial Group’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
2021
Q4 		$82K Buy
5,169
+1,253
+32% +$23K 0.01% 1266
2021
Q3 		$62K Buy
3,916
+1,470
+60% +$23K ﹤0.01% 1321
2021
Q2 		$47K Buy
2,446
+600
+33% +$11.1K ﹤0.01% 1409
2021
Q1 		$32K Buy
+1,846
New +$36.4K ﹤0.01% 1468

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's SOFI Position: Q4 2021 in Review

Next Financial Group increased its SoFi Technologies (SOFI) stake by 32% in Q4 2021, buying an estimated $23K and bringing the position to 5,169 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #1266.

Next Financial Group first reported a position in SOFI in Q1 2021 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold SOFI as of Q4 2021.

  • Next Financial Group held 5,169 shares of SoFi Technologies worth $82K as of Q4 2021.
  • Next Financial Group bought 1,253 SoFi Technologies shares in Q4 2021, an estimated $23K.
  • SoFi Technologies made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1266 holding.
  • Next Financial Group first reported a position in SoFi Technologies in Q1 2021 and has held it in 4 quarters since.
  • 446 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.