SS
ML

SBI Securities’s MoneyLion Inc. ML Stock Holding History

SBI Securities’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-41
Closed -$3.55K – 4283
2025
Q1 		$3.55K Sell
41
-300
-88% -$26.1K ﹤0.01% 2036
2024
Q4 		$29.3K Buy
+341
New +$23K ﹤0.01% 1184

Other funds holding ML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities's ML Position: Q2 2025 in Review

SBI Securities sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 41 shares — an estimated $3.55K sold.

SBI Securities first reported a position in ML in Q4 2024 and held it in 2 quarters. The position peaked at $29.3K in Q4 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • SBI Securities reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • SBI Securities sold 41 MoneyLion Inc. shares in Q2 2025, an estimated $3.55K.
  • SBI Securities first reported a position in MoneyLion Inc. in Q4 2024 and held it in 2 quarters.
  • SBI Securities's MoneyLion Inc. position peaked at $29.3K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on SBI Securities's 13F filing for Q2 2025, filed 8 Aug 2025.