Latest Institutional Transactions on So Fi Technologies, Inc. (SOFI)
This table provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-601- 0.24% |
$15.2K - $19.4K
|
253K
$7.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
261+ 0.92% |
$6.59K - $8.41K
|
28.5K
$794K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.34K+ 14.89% |
$33.9K - $43.2K
|
10.4K
$288K
|
|
|
Jan 13, 2026
Q4 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
58.5KNew |
$1.48M - $1.89M
|
58.5K
$1.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
18+ 2.26% |
$454 - $580
|
814
$22.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.46K+ 56.94% |
$138K - $176K
|
15K
$419K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.71K+ 14.57% |
$68.3K - $87.1K
|
21.3K
$592K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
28.6KNew |
$722K - $921K
|
28.6K
$795K
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
1.48K+ 12.52% |
$37.4K - $47.7K
|
13.3K
$370K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
200+ 23.26% |
$5.05K - $6.44K
|
1.06K
$29.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
535+ 2.82% |
$13.5K - $17.2K
|
19.5K
$542K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
29.7KNew |
$749K - $956K
|
29.7K
$826K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.41K+ 27.07% |
$60.9K - $77.7K
|
11.3K
$315K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-693- 1.82% |
$17.5K - $22.3K
|
37.4K
$1.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
9New |
$227 - $290
|
9
$250
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.07K+ 4.54% |
$27.1K - $34.6K
|
24.7K
$687K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.08K+ 40.93% |
$229K - $292K
|
31.3K
$870K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
24+ 45.28% |
$606 - $773
|
77
$2.14K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
94+ 0.28% |
$2.37K - $3.03K
|
33.7K
$939K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
557K+ 161.56% |
$14.1M - $18M
|
902K
$25.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-56- 20.14% |
$1.41K - $1.8K
|
222
$6.18K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
34.4K+ 35.15% |
$868K - $1.11M
|
132K
$3.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.2KNew |
$258K - $329K
|
10.2K
$284K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.46K+ 14.35% |
$87.3K - $111K
|
27.5K
$766K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.5K- 9.68% |
$670K - $855K
|
248K
$6.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-157- 7.83% |
$3.96K - $5.06K
|
1.85K
$51.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
70+ 14.4% |
$1.77K - $2.25K
|
556
$15.5K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-15- 1.15% |
$379 - $483
|
1.29K
$35.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.39K- 3.87% |
$111K - $141K
|
109K
$3.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
386K+ 523.71% |
$9.75M - $12.4M
|
460K
$12.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.13K- 5.29% |
$28.5K - $36.4K
|
20.2K
$563K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.7K+ 31.58% |
$119K - $151K
|
19.6K
$545K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
171New |
$4.32K - $5.51K
|
171
$4.76K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-799- 0.73% |
$20.2K - $25.7K
|
109K
$3.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
31.9KNew |
$806K - $1.03M
|
31.9K
$888K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-4.68K- 26.21% |
$118K - $151K
|
13.2K
$367K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.18K+ 12.74% |
$55K - $70.3K
|
19.3K
$537K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
456+ 23.08% |
$11.5K - $14.7K
|
2.43K
$67.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
23+ 8.19% |
$581 - $741
|
304
$8.46K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
116+ 8.72% |
$2.93K - $3.74K
|
1.45K
$40.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.01K+ 7.54% |
$25.5K - $32.5K
|
14.4K
$400K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
390+ 4.89% |
$9.84K - $12.6K
|
8.37K
$233K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
10.5KNew |
$266K - $340K
|
10.5K
$293K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
860+ 6.15% |
$21.7K - $27.7K
|
14.8K
$413K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.07KNew |
$27K - $34.5K
|
1.07K
$29.8K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
80+ 30.77% |
$2.02K - $2.58K
|
340
$9.46K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.28K- 14.73% |
$82.7K - $105K
|
19K
$528K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
200New |
$5.05K - $6.44K
|
200
$5.56K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.22K+ 12.76% |
$30.8K - $39.3K
|
10.8K
$300K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
200K+ 288.55% |
$3.52M - $5.95M
|
269K
$7.48M
|
|