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Venturi Wealth Management’s SoFi Technologies SOFI Stock Holding History

Venturi Wealth 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
-13,011
Closed -$200K – 1629
2024
Q4 		$200K Buy
13,011
+11,606
+826% +$151K 0.01% 544
2024
Q3 		$11K Buy
1,405
+440
+46% +$3.2K ﹤0.01% 1163
2024
Q2 		$6.38K Buy
+965
New +$6.8K ﹤0.01% 1183
2024
Q1 		– Sell
-120
Closed -$1.19K – 1436
2023
Q4 		$1.19K Buy
+120
New +$954 ﹤0.01% 1314

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Venturi Wealth Management's SOFI Position: Q1 2025 in Review

Venturi Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 13,011 shares — an estimated $200K sold.

Venturi Wealth Management first reported a position in SOFI in Q4 2023 and held it in 4 quarters. The position peaked at $200K in Q4 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Venturi Wealth Management reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 13,011 SoFi Technologies shares in Q1 2025, an estimated $200K.
  • Venturi Wealth Management first reported a position in SoFi Technologies in Q4 2023 and held it in 4 quarters.
  • Venturi Wealth Management's SoFi Technologies position peaked at $200K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.