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Total Wealth Planning & Management’s SoFi Technologies SOFI Stock Holding History

Total Wealth Planning & 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
-53,319
Closed -$821K – 227
2024
Q4 		$821K Buy
+53,319
New +$693K 0.75% 28

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

Total Wealth Planning & Management's SOFI Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 53,319 shares — an estimated $821K sold.

Total Wealth Planning & Management first reported a position in SOFI in Q4 2024 and held it in 1 quarter. The position peaked at $821K in Q4 2024. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 53,319 SoFi Technologies shares in Q1 2025, an estimated $821K.
  • Total Wealth Planning & Management first reported a position in SoFi Technologies in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's SoFi Technologies position peaked at $821K in Q4 2024.
  • 715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.