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Richards, Merrill & Peterson’s SoFi Technologies SOFI Stock Holding History

Richards, Merrill & Peterson’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
-58
Closed -$675 – 434
2025
Q1 		$675 Hold
58
– – ﹤0.01% 487
2024
Q4 		$893 Buy
+58
New +$753 ﹤0.01% 467

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

Richards, Merrill & Peterson's SOFI Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 58 shares — an estimated $675 sold.

Richards, Merrill & Peterson first reported a position in SOFI in Q4 2024 and held it in 2 quarters. The position peaked at $893 in Q4 2024. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 58 SoFi Technologies shares in Q2 2025, an estimated $675.
  • Richards, Merrill & Peterson first reported a position in SoFi Technologies in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's SoFi Technologies position peaked at $893 in Q4 2024.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.