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Parkworth Wealth Management’s SoFi Technologies SOFI Stock Holding History

Parkworth Wealth Management’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 		$1.07K Buy
59
+25
+74% +$330 ﹤0.01% 393
2025
Q1 		$395 Buy
34
+7
+26% +$101 ﹤0.01% 492
2024
Q4 		$416 Buy
+27
New +$351 ﹤0.01% 489

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

Parkworth Wealth Management's SOFI Position: Q2 2025 in Review

Parkworth Wealth Management increased its SoFi Technologies (SOFI) stake by 74% in Q2 2025, buying an estimated $330 and bringing the position to 59 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Parkworth Wealth Management first reported a position in SOFI in Q4 2024 and has held it in 3 quarters since. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Parkworth Wealth Management held 59 shares of SoFi Technologies worth $1.07K as of Q2 2025.
  • Parkworth Wealth Management bought 25 SoFi Technologies shares in Q2 2025, an estimated $330.
  • SoFi Technologies made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #393 holding.
  • Parkworth Wealth Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 3 quarters since.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

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