Key Client Fiduciary Advisors, LLC So Fi Technologies, Inc. Transaction History
Key Client Fiduciary Advisors, LLC
- $242 Million
- Q3 2025
A detailed history of Key Client Fiduciary Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 14,101 shares of SOFI stock, worth $382,983. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,101
Previous 13,682
3.06%
Holding current value
$382,983
Previous $249,000
49.4%
% of portfolio
0.15%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SOFI
# of Institutions
995Shares Held
592MCall Options Held
137MPut Options Held
112M-
Vanguard Group Inc Valley Forge, PA100MShares$2.72 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.23 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY29.3MShares$794 Million0.43% of portfolio
-
Ubs Group Ag20.4MShares$553 Million0.07% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$518 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 $21.7B
- 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...