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Parr McKnight Wealth Management Group’s SoFi Technologies SOFI Stock Holding History

Parr McKnight Wealth Management 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
2025
Q2 		– Sell
-10,700
Closed -$124K – 235
2025
Q1 		$124K Buy
10,700
+200
+2% +$2.88K 0.02% 226
2024
Q4 		$162K Buy
+10,500
New +$136K 0.02% 227

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

Parr McKnight Wealth Management Group's SOFI Position: Q2 2025 in Review

Parr McKnight Wealth Management Group sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 10,700 shares — an estimated $124K sold.

Parr McKnight Wealth Management Group first reported a position in SOFI in Q4 2024 and held it in 2 quarters. The position peaked at $162K in Q4 2024. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Parr McKnight Wealth Management Group reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 10,700 SoFi Technologies shares in Q2 2025, an estimated $124K.
  • Parr McKnight Wealth Management Group first reported a position in SoFi Technologies in Q4 2024 and held it in 2 quarters.
  • Parr McKnight Wealth Management Group's SoFi Technologies position peaked at $162K in Q4 2024.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2025, filed 11 Aug 2025.