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Wedmont Private Capital’s SoFi Technologies SOFI Stock Holding History

Wedmont Private Capital’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
2026
Q2 		$473K Buy
25,195
+3,130
+14% +$53K 0.01% 570
2026
Q1 		$364K Sell
22,065
-5,478
-20% -$115K 0.01% 604
2025
Q4 		$744K Buy
27,543
+3,457
+14% +$96.3K 0.03% 365
2025
Q3 		$678K Buy
24,086
+2,593
+12% +$61.5K 0.03% 363
2025
Q2 		$435K Buy
21,493
+879
+4% +$11.6K 0.02% 467
2025
Q1 		$221K Buy
20,614
+2,299
+13% +$33.1K 0.01% 619
2024
Q4 		$259K Buy
18,315
+3,486
+24% +$45.3K 0.01% 582
2024
Q3 		$123K Buy
+14,829
New +$108K 0.01% 650
2024
Q2 		– Sell
-10,452
Closed -$82.5K – 670
2024
Q1 		$82.5K Sell
10,452
-1,616
-13% -$12.8K 0.01% 595
2023
Q4 		$103K Buy
12,068
+1,411
+13% +$11.2K 0.01% 556
2023
Q3 		$87.2K Buy
+10,657
New +$93.7K 0.01% 495

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return