Institutional Ownership So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI). We have compiled data on the 751 institutions that hold shares in the stock, with a total of 498 Million shares, which have been reported (via 13F filing form) to have a value of $8.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
36,000
shares
|
$645,120
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
35,971
shares
|
$644,600
0.01% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
35,950
shares
|
$644,224
0.08% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
35,600
shares
|
$637,952
0.35% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
35,186
shares
|
$630,533
0.02% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
34,467
shares
|
$617,648
0.0% of portfolio
|
Q3 2024
Added 79.83%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Nov 14, 2024 Q3 2024 |
34,370
shares
|
$615,910
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
33,769
shares
|
$605,140
0.08% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
33,620
shares
|
$602,470
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
33,059
shares
|
$592,417
0.02% of portfolio
|
Q4 2024
Added 69.84%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
33,035
shares
|
$591,987
0.02% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
32,918
shares
|
$589,890
0.29% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
32,831
shares
|
$588,331
2.17% of portfolio
|
Q4 2022
Reduced 6.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
32,610
shares
|
$584,371
0.01% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
32,592
shares
|
$584,048
0.0% of portfolio
|
Q3 2024
Added 70.75%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
32,360
shares
|
$579,891
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
31,471
shares
|
$563,960
0.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
31,375
shares
|
$562,240
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
31,172
shares
|
$558,602
0.01% of portfolio
|
Q4 2024
Added 65.91%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
31,109
shares
|
$557,473
0.01% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
31,036
shares
|
$556,165
0.19% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
30,600
shares
|
$548,352
0.01% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
30,201
shares
|
$541,201
0.02% of portfolio
|
Q4 2024
Added 113.93%
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,120
shares
|
$539,750
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
29,814
shares
|
$534,266
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|