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Segall Bryant & Hamill’s SoFi Technologies SOFI Stock Holding History

Segall Bryant & Hamill’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
2024
Q4 		– Sell
-449,135
Closed -$3.53M – 634
2024
Q3 		$3.53M Sell
449,135
-18,381
-4% -$134K 0.05% 378
2024
Q2 		$3.09M Buy
467,516
+12,676
+3% +$89.4K 0.05% 342
2024
Q1 		$3.32M Buy
+454,840
New +$3.61M 0.06% 269

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Segall Bryant & Hamill's SOFI Position: Q4 2024 in Review

Segall Bryant & Hamill sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 449,135 shares — an estimated $3.53M sold.

Segall Bryant & Hamill first reported a position in SOFI in Q1 2024 and held it in 3 quarters. The position peaked at $3.53M in Q3 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Segall Bryant & Hamill reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • Segall Bryant & Hamill sold 449,135 SoFi Technologies shares in Q4 2024, an estimated $3.53M.
  • Segall Bryant & Hamill first reported a position in SoFi Technologies in Q1 2024 and held it in 3 quarters.
  • Segall Bryant & Hamill's SoFi Technologies position peaked at $3.53M in Q3 2024.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Segall Bryant & Hamill's 13F filing for Q4 2024, filed 11 Feb 2025.