A detailed history of Cogent Blue Wealth Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 7,646 shares of SOFI stock, worth $212,711. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,646
Holding current value
$212,711
% of portfolio
0.14%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026

BUY
$25.24 - $32.21 $192,985 - $246,277
7,646 New
7,646 $200 Million

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $22.2B
  • Description
  • SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...
More about SOFI
Track This Portfolio

Track Cogent Blue Wealth Advisors, LLC Portfolio

Follow Cogent Blue Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cogent Blue Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cogent Blue Wealth Advisors, LLC with notifications on news.