Kovitz Investment Group Partners, LLC So Fi Technologies, Inc. Transaction History
Kovitz Investment Group Partners, LLC
- $23.6 Billion
- Q3 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 47,602 shares of SOFI stock, worth $1.32 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
47,602
Previous 62,856
24.27%
Holding current value
$1.32 Million
Previous $1.14 Million
9.88%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SOFI
# of Institutions
1,090Shares Held
622MCall Options Held
132MPut Options Held
124M-
Vanguard Group Inc Valley Forge, PA107MShares$2.98 Billion0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY46.8MShares$1.3 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.26 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35MShares$975 Million0.59% of portfolio
-
State Street Corp Boston, MA24.3MShares$676 Million0.02% of portfolio
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...