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 837 institutions that hold shares in the stock, with a total of 523 Million shares, which have been reported (via 13F filing form) to have a value of $6.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,000
shares
|
$11,850
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$11,850
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$11,850
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
966
shares
|
$11,447
0.0% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
950
shares
|
$11,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
917
shares
|
$10,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
871
shares
|
$10,321
0.01% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
868
shares
|
$10,285
0.01% of portfolio
|
Q4 2024
Added 131.47%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
800
shares
|
$9,480
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
800
shares
|
$9,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
800
shares
|
$9,480
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
800
shares
|
$9,480
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
752
shares
|
$8,911
0.0% of portfolio
|
Q4 2024
Added 89.42%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
725
shares
|
$8,591
0.0% of portfolio
|
Q2 2024
Added 98.63%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
723
shares
|
$8,567
0.0% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
700
shares
|
$8,295
0.0% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
671
shares
|
$7,951
0.0% of portfolio
|
Q4 2024
Added 17.51%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
630
shares
|
$7,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
626
shares
|
$7,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
600
shares
|
$7,110
0.0% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
600
shares
|
$7,110
0.01% of portfolio
|
Q4 2024
Reduced 98.94%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
590
shares
|
$6,991
0.0% of portfolio
|
Q1 2022
Reduced 1.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
586
shares
|
$6,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
550
shares
|
$6,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
550
shares
|
$6,517
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|