Latest Institutional Purchases of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
557K+ 161.56% |
$14.1M - $18M
|
902K
$25.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
386K+ 523.71% |
$9.75M - $12.4M
|
460K
$12.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
71.1KNew |
$1.8M - $2.29M
|
71.1K
$1.98M
|
|
|
Jan 13, 2026
Q4 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
58.5KNew |
$1.48M - $1.89M
|
58.5K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
34.4K+ 35.15% |
$868K - $1.11M
|
132K
$3.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
31.9KNew |
$806K - $1.03M
|
31.9K
$888K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
29.7KNew |
$749K - $956K
|
29.7K
$826K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
28.6KNew |
$722K - $921K
|
28.6K
$795K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
27.7K+ 97.66% |
$698K - $891K
|
56K
$1.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 10.07% |
$373K - $476K
|
162K
$4.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
13.8KNew |
$347K - $443K
|
13.8K
$383K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
13.7KNew |
$345K - $441K
|
13.7K
$381K
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
11.6KNew |
$293K - $373K
|
11.6K
$322K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
10.5KNew |
$266K - $340K
|
10.5K
$293K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.2KNew |
$258K - $329K
|
10.2K
$284K
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
10KNew |
$252K - $322K
|
10K
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.08K+ 40.93% |
$229K - $292K
|
31.3K
$870K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.97KNew |
$226K - $289K
|
8.97K
$250K
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
7.65KNew |
$193K - $246K
|
7.65K
$213K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7.45K+ 9.47% |
$188K - $240K
|
86.2K
$2.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
6.74K+ 12.82% |
$170K - $217K
|
59.3K
$1.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.66K+ 1.78% |
$168K - $214K
|
381K
$10.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.46K+ 56.94% |
$138K - $176K
|
15K
$419K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.84KNew |
$122K - $156K
|
4.84K
$135K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.7K+ 31.58% |
$119K - $151K
|
19.6K
$545K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.36K+ 23.6% |
$110K - $140K
|
22.8K
$635K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.46K+ 14.35% |
$87.3K - $111K
|
27.5K
$766K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.14K+ 35.28% |
$79.2K - $101K
|
12K
$335K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.71K+ 14.57% |
$68.3K - $87.1K
|
21.3K
$592K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.41K+ 27.07% |
$60.9K - $77.7K
|
11.3K
$315K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.18K+ 12.74% |
$55K - $70.3K
|
19.3K
$537K
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
1.48K+ 12.52% |
$37.4K - $47.7K
|
13.3K
$370K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.34K+ 14.89% |
$33.9K - $43.2K
|
10.4K
$288K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.22K+ 12.76% |
$30.8K - $39.3K
|
10.8K
$300K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.07K+ 4.54% |
$27.1K - $34.6K
|
24.7K
$687K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.07KNew |
$27K - $34.5K
|
1.07K
$29.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.01K+ 7.54% |
$25.5K - $32.5K
|
14.4K
$400K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
878+ 655.22% |
$22.2K - $28.3K
|
1.01K
$28.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
860+ 6.15% |
$21.7K - $27.7K
|
14.8K
$413K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
729+ 6.39% |
$18.4K - $23.5K
|
12.1K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
535+ 2.82% |
$13.5K - $17.2K
|
19.5K
$542K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
456+ 23.08% |
$11.5K - $14.7K
|
2.43K
$67.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
454+ 31.57% |
$11.5K - $14.6K
|
1.89K
$52.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
447+ 8940.0% |
$11.3K - $14.4K
|
452
$12.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
390+ 4.89% |
$9.84K - $12.6K
|
8.37K
$233K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
368+ 1.0% |
$9.29K - $11.9K
|
37.1K
$1.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
261+ 0.92% |
$6.59K - $8.41K
|
28.5K
$794K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
242+ 50.84% |
$6.11K - $7.79K
|
718
$20K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
200+ 23.26% |
$5.05K - $6.44K
|
1.06K
$29.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
200New |
$5.05K - $6.44K
|
200
$5.56K
|
|