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Synergy Asset Management’s SoFi Technologies SOFI Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-224
Closed -$1.76K – 725
2024
Q4 		$1.76K Buy
+224
New +$2.91K ﹤0.01% 685

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Synergy Asset Management's SOFI Position: Q1 2025 in Review

Synergy Asset Management sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 224 shares — an estimated $1.76K sold.

Synergy Asset Management first reported a position in SOFI in Q4 2024 and held it in 1 quarter. The position peaked at $1.76K in Q4 2024. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Synergy Asset Management reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 224 SoFi Technologies shares in Q1 2025, an estimated $1.76K.
  • Synergy Asset Management first reported a position in SoFi Technologies in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's SoFi Technologies position peaked at $1.76K in Q4 2024.
  • 715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.