Latest Institutional Purchases of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Provident Living Financial Services, Inc.
Lehi, UT |
BUY
|
- |
947KNew |
$23.9M - $30.5M
|
947K
$26.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
557K+ 161.56% |
$14.1M - $18M
|
902K
$25.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
386K+ 523.71% |
$9.75M - $12.4M
|
460K
$12.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
86.9KNew |
$2.19M - $2.8M
|
86.9K
$2.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
71.1KNew |
$1.8M - $2.29M
|
71.1K
$1.98M
|
|
|
Jan 13, 2026
Q4 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
58.5KNew |
$1.48M - $1.89M
|
58.5K
$1.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
38.8K+ 25.46% |
$978K - $1.25M
|
191K
$5.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
34.4K+ 35.15% |
$868K - $1.11M
|
132K
$3.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.3K+ 17.64% |
$840K - $1.07M
|
222K
$6.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
31.9KNew |
$806K - $1.03M
|
31.9K
$888K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
29.7KNew |
$749K - $956K
|
29.7K
$826K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
29.3KNew |
$739K - $943K
|
29.3K
$815K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
28.6KNew |
$722K - $921K
|
28.6K
$795K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
27.7K+ 97.66% |
$698K - $891K
|
56K
$1.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 10.07% |
$373K - $476K
|
162K
$4.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.6KNew |
$368K - $470K
|
14.6K
$406K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
13.8KNew |
$347K - $443K
|
13.8K
$383K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
13.7KNew |
$345K - $441K
|
13.7K
$381K
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
13.6KNew |
$343K - $438K
|
13.6K
$379K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.3K+ 57.3% |
$335K - $428K
|
36.4K
$1.01M
|
|
|
Jan 26, 2026
Q4 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
13KNew |
$329K - $419K
|
13K
$362K
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
11.6KNew |
$293K - $373K
|
11.6K
$322K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
10.5KNew |
$266K - $340K
|
10.5K
$293K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.2KNew |
$258K - $329K
|
10.2K
$284K
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
10KNew |
$252K - $322K
|
10K
$278K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
9.7K+ 33.68% |
$245K - $312K
|
38.5K
$1.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.08K+ 40.93% |
$229K - $292K
|
31.3K
$870K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.97KNew |
$226K - $289K
|
8.97K
$250K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.68K+ 79.8% |
$219K - $279K
|
19.5K
$544K
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
7.65KNew |
$193K - $246K
|
7.65K
$213K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7.45K+ 9.47% |
$188K - $240K
|
86.2K
$2.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
6.74K+ 12.82% |
$170K - $217K
|
59.3K
$1.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.66K+ 1.78% |
$168K - $214K
|
381K
$10.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.46K+ 56.94% |
$138K - $176K
|
15K
$419K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.84KNew |
$122K - $156K
|
4.84K
$135K
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
4.83K+ 24.58% |
$122K - $155K
|
24.5K
$680K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.7K+ 31.58% |
$119K - $151K
|
19.6K
$545K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.36K+ 23.6% |
$110K - $140K
|
22.8K
$635K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.64K+ 10.18% |
$91.8K - $117K
|
39.4K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.53K+ 1.39% |
$89.2K - $114K
|
258K
$7.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.46K+ 14.35% |
$87.3K - $111K
|
27.5K
$766K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.14K+ 35.28% |
$79.2K - $101K
|
12K
$335K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.77K+ 21.43% |
$70K - $89.3K
|
15.7K
$437K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.71K+ 14.57% |
$68.3K - $87.1K
|
21.3K
$592K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.49K+ 10.54% |
$62.7K - $80.1K
|
26.1K
$725K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.41K+ 27.07% |
$60.9K - $77.7K
|
11.3K
$315K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.18K+ 12.74% |
$55K - $70.3K
|
19.3K
$537K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 18.26% |
$51.6K - $65.8K
|
13.2K
$368K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.02K+ 16.51% |
$50.9K - $65K
|
14.2K
$396K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2K+ 17.87% |
$50.5K - $64.4K
|
13.2K
$367K
|
|