Panoramic Investment Advisors, LLC So Fi Technologies, Inc. Transaction History
Panoramic Investment Advisors, LLC
- $178 Billion
- Q3 2025
A detailed history of Panoramic Investment Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 10,450 shares of SOFI stock, worth $290,719. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,450
Previous 10,650
1.88%
Holding current value
$290,719
Previous $194 Million
42.36%
% of portfolio
0.16%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SOFI
# of Institutions
1,081Shares Held
621MCall 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...