A detailed history of Westbourne Investment Advisors, Inc. transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 254,164 shares of SOFI stock, worth $7.29 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
254,164
Holding current value
$7.29 Million
% of portfolio
1.87%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$17.64 - $29.81 $4.48 Million - $7.58 Million
254,164 New
254,164 $6.72 Million

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $22.9B
  • 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...
More about SOFI
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