SWGC
SOFI icon

Summit Wealth Group (Colorado)’s SoFi Technologies SOFI Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-3,825
Closed -$318K – 448
2025
Q3 		$318K Buy
+3,825
New +$90.8K 0.05% 187

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Summit Wealth Group (Colorado)'s SOFI Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 3,825 shares — an estimated $318K sold.

Summit Wealth Group (Colorado) first reported a position in SOFI in Q3 2025 and held it in 1 quarter. The position peaked at $318K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,825 SoFi Technologies shares in Q4 2025, an estimated $318K.
  • Summit Wealth Group (Colorado) first reported a position in SoFi Technologies in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s SoFi Technologies position peaked at $318K in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.