J.W. Cole Advisors, Inc. So Fi Technologies, Inc. Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 23,286 shares of SOFI stock, worth $675,992. This represents 0.01% of its overall portfolio holdings.
Number of Shares
23,286
              Previous 23,496
              
        
           0.89%
        
      
          
        Holding current value
$675,992
            Previous $273,000
            
        
           55.31%
        
      
          
        % of portfolio
0.01%
            Previous 0.01%
          
        Shares
	  15 transactions
	
  Others Institutions Holding SOFI
# of Institutions
964Shares Held
590MCall Options Held
137MPut Options Held
112M- 
    
      Vanguard Group Inc Valley Forge, PA100MShares$2.91 Billion0.03% of portfolio
- 
    
      Black Rock Inc. New York, NY45.5MShares$1.32 Billion0.01% of portfolio
- 
    
      D. E. Shaw & Co., Inc. New York, NY29.3MShares$849 Million0.43% of portfolio
- 
    
      Ubs Group Ag20.4MShares$591 Million0.07% of portfolio
- 
    
      Geode Capital Management, LLC Boston, MA19.1MShares$554 Million0.03% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $23.2B
- Description
- SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...