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 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
27.7K+ 97.66% |
$698K - $891K
|
56K
$1.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.14K+ 35.28% |
$79.2K - $101K
|
12K
$335K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12.4K- 18.92% |
$313K - $400K
|
53.2K
$1.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5K- 15.92% |
$126K - $161K
|
26.4K
$735K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
13.7KNew |
$345K - $441K
|
13.7K
$381K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 10.07% |
$373K - $476K
|
162K
$4.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 3.75% |
$631 - $805
|
691
$19.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
19+ 10.0% |
$480 - $612
|
209
$5.81K
|
|
|
Jan 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
50+ 0.42% |
$1.26K - $1.61K
|
11.9K
$330K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.84KNew |
$122K - $156K
|
4.84K
$135K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
149+ 1.6% |
$3.76K - $4.8K
|
9.48K
$264K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.36K+ 23.6% |
$110K - $140K
|
22.8K
$635K
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
71.1KNew |
$1.8M - $2.29M
|
71.1K
$1.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-22.4K- 41.89% |
$566K - $722K
|
31.1K
$865K
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
10KNew |
$252K - $322K
|
10K
$278K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.36K- 8.27% |
$34.2K - $43.7K
|
15K
$419K
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-212K- 70.17% |
$5.35M - $6.83M
|
90.2K
$2.51M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
729+ 6.39% |
$18.4K - $23.5K
|
12.1K
$338K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
13.8KNew |
$347K - $443K
|
13.8K
$383K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-338- 2.73% |
$8.53K - $10.9K
|
12.1K
$335K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.66K+ 1.78% |
$168K - $214K
|
381K
$10.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
6.74K+ 12.82% |
$170K - $217K
|
59.3K
$1.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
BUY
|
- |
101+ 0.88% |
$2.55K - $3.25K
|
11.5K
$321K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7.45K+ 9.47% |
$188K - $240K
|
86.2K
$2.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
70+ 7.0% |
$1.77K - $2.25K
|
1.07K
$29.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.12K- 12.76% |
$53.6K - $68.4K
|
14.5K
$404K
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
11.6KNew |
$293K - $373K
|
11.6K
$322K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$50.5 - $64.4
|
15.8K
$441K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
447+ 8940.0% |
$11.3K - $14.4K
|
452
$12.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
454+ 31.57% |
$11.5K - $14.6K
|
1.89K
$52.6K
|
|
|
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 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
242+ 50.84% |
$6.11K - $7.79K
|
718
$20K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-4.87K- 18.56% |
$123K - $157K
|
21.4K
$594K
|
|
|
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
|
|