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Waller Financial Planning Group’s SoFi Technologies SOFI Stock Holding History

Waller Financial Planning Group’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
-10,227
Closed -$157K – 75
2024
Q4 		$157K Sell
10,227
-100
-1% -$1.3K 0.04% 68
2024
Q3 		$81.2K Buy
10,327
+52
+0.5% +$378 0.02% 67
2024
Q2 		$67.9K Buy
+10,275
New +$72.5K 0.02% 69

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

Waller Financial Planning Group's SOFI Position: Q1 2025 in Review

Waller Financial Planning Group sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 10,227 shares — an estimated $157K sold.

Waller Financial Planning Group first reported a position in SOFI in Q2 2024 and held it in 3 quarters. The position peaked at $157K in Q4 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Waller Financial Planning Group reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Waller Financial Planning Group sold 10,227 SoFi Technologies shares in Q1 2025, an estimated $157K.
  • Waller Financial Planning Group first reported a position in SoFi Technologies in Q2 2024 and held it in 3 quarters.
  • Waller Financial Planning Group's SoFi Technologies position peaked at $157K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Waller Financial Planning Group's 13F filing for Q1 2025, filed 2 Apr 2025.