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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-45- 4.76% |
$794 - $1.34K
|
900
$25K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.65KNew |
$170K - $288K
|
9.65K
$268K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-25.3K- 35.22% |
$446K - $753K
|
46.5K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
700New |
$12.3K - $20.9K
|
700
$19.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
97.9KNew |
$1.73M - $2.92M
|
97.9K
$2.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-1K- 4.1% |
$17.6K - $29.8K
|
23.4K
$651K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.1K- 4.89% |
$19.5K - $32.9K
|
21.5K
$597K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 13.79% |
$35.3K - $59.6K
|
12.5K
$348K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
7.08K+ 93.11% |
$125K - $211K
|
14.7K
$408K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.31K+ 35.77% |
$147K - $248K
|
31.5K
$877K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-34K- 54.57% |
$600K - $1.01M
|
28.3K
$788K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
29New |
$512 - $864
|
29
$807
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-8.19K- 9.38% |
$145K - $244K
|
79.1K
$2.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.28K- 1.16% |
$22.5K - $38K
|
109K
$3.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-20K- 2.79% |
$352K - $595K
|
697K
$19.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 115.11% |
$219K - $370K
|
23.2K
$645K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.32K+ 11.39% |
$23.3K - $39.4K
|
12.9K
$360K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
8.5KNew |
$150K - $253K
|
8.5K
$236K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
419+ 3.06% |
$7.39K - $12.5K
|
14.1K
$392K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-111K- 24.94% |
$1.97M - $3.32M
|
335K
$9.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
210KNew |
$3.7M - $6.25M
|
210K
$5.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8.65KNew |
$153K - $258K
|
8.65K
$241K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$3.53K - $5.96K
|
200
$5.56K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
23+ 74.19% |
$406 - $686
|
54
$1.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-67.9K- 40.96% |
$1.2M - $2.03M
|
97.9K
$2.72M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.36K- 10.87% |
$24.1K - $40.7K
|
11.2K
$311K
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
159KNew |
$2.8M - $4.74M
|
159K
$4.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
5K+ 1428.57% |
$88.2K - $149K
|
5.35K
$149K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 0.57% |
$723 - $1.22K
|
7.21K
$200K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
10.1KNew |
$178K - $300K
|
10.1K
$280K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
469+ 46.9% |
$8.27K - $14K
|
1.47K
$40.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
11.6KNew |
$204K - $345K
|
11.6K
$322K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$3.53K - $5.96K
|
200
$5.56K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.34K+ 3.82% |
$129K - $219K
|
199K
$5.54M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-459- 2.74% |
$8.1K - $13.7K
|
16.3K
$454K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9.41KNew |
$166K - $281K
|
9.41K
$262K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.5KNew |
$185K - $312K
|
10.5K
$291K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
141New |
$2.49K - $4.2K
|
141
$3.92K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
24New |
$423 - $715
|
24
$668
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.82K+ 14.39% |
$67.4K - $114K
|
30.4K
$845K
|
|
| Q2 2025 | |||||||
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-50- 3.76% |
$475 - $911
|
1.28K
$35.6K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-19.6K- 15.44% |
$186K - $357K
|
107K
$2.99M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-67.2K- 83.92% |
$639K - $1.22M
|
12.9K
$358K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.63M+ 47.49% |
$15.5M - $29.6M
|
5.05M
$141M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-16.3K- 48.45% |
$155K - $297K
|
17.4K
$483K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
836+ 6.28% |
$7.94K - $15.2K
|
14.1K
$393K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17New |
$162 - $310
|
17
$473
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
15.5KNew |
$147K - $282K
|
15.5K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
302K+ 319.85% |
$2.87M - $5.5M
|
396K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
45.3KNew |
$430K - $824K
|
45.3K
$1.26M
|
|