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 $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
136
shares
|
$1,611
0.0% of portfolio
|
Q4 2024
Added 277.78%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
133
shares
|
$1,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
127
shares
|
$1,504
0.0% of portfolio
|
Q4 2024
Added 27.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
125
shares
|
$1,481
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
125
shares
|
$1,481
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
120
shares
|
$1,422
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
118
shares
|
$1,398
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$1,244
0.0% of portfolio
|
Q4 2021
Reduced 82.64%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
102
shares
|
$1,208
0.0% of portfolio
|
Q4 2024
Added 72.88%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$1,185
0.0% of portfolio
|
Q4 2023
Reduced 93.63%
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$1,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
100
shares
|
$1,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$1,185
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
100
shares
|
$1,185
0.0% of portfolio
|
Q3 2024
Reduced 86.11%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
100
shares
|
$1,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
100
shares
|
$1,185
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
92
shares
|
$1,090
0.0% of portfolio
|
Q4 2024
Reduced 98.34%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
91
shares
|
$1,078
0.0% of portfolio
|
Q4 2022
Added 35.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
80
shares
|
$948
0.0% of portfolio
|
Q4 2021
Reduced 92.59%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
79
shares
|
$936
0.0% of portfolio
|
Q2 2024
Reduced 82.37%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
74
shares
|
$876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
70
shares
|
$829
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
60
shares
|
$711
0.0% of portfolio
|
Q2 2022
Reduced 93.41%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
59
shares
|
$699
0.0% of portfolio
|
Q4 2024
Added 1080.0%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
58
shares
|
$687
0.0% of portfolio
|
Q4 2024
New holding
|