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 1,094 institutions that hold shares in the stock, with a total of 622 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
133
shares
|
$3,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
126
shares
|
$3,505
0.0% of portfolio
|
Q3 2025
Added 12500.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
125
shares
|
$3,477
0.0% of portfolio
|
Q2 2025
Added 681.25%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
121
shares
|
$3,366
0.0% of portfolio
|
Q4 2025
Added 426.09%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
118
shares
|
$3,282
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
115
shares
|
$3,199
0.0% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
115
shares
|
$3,199
0.0% of portfolio
|
Q2 2025
Added 71.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$2,921
0.0% of portfolio
|
Q4 2021
Reduced 82.64%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
102
shares
|
$2,837
0.0% of portfolio
|
Q4 2024
Added 72.88%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q3 2024
Reduced 86.11%
|
|
|
Miller Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
91
shares
|
$2,531
0.0% of portfolio
|
Q4 2022
Added 35.82%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
89
shares
|
$2,475
0.0% of portfolio
|
Q3 2025
Added 23.61%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
82
shares
|
$2,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
80
shares
|
$2,225
0.0% of portfolio
|
Q1 2025
Reduced 96.21%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
80
shares
|
$2,225
0.0% of portfolio
|
Q4 2021
Reduced 92.59%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
79
shares
|
$2,197
0.0% of portfolio
|
Q2 2024
Reduced 82.37%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
77
shares
|
$2,142
0.0% of portfolio
|
Q4 2025
Added 45.28%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
74
shares
|
$2,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
69
shares
|
$1,919
0.0% of portfolio
|
Q3 2025
Added 53.33%
|
|