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 854 institutions that hold shares in the stock, with a total of 519 Million shares, which have been reported (via 13F filing form) to have a value of $8.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
630
shares
|
$10,823
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
626
shares
|
$10,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
612
shares
|
$10,514
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
600
shares
|
$10,308
0.01% of portfolio
|
Q4 2024
Reduced 98.94%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
600
shares
|
$10,308
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
600
shares
|
$10,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
600
shares
|
$10,308
0.0% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
600
shares
|
$10,308
0.0% of portfolio
|
Q1 2025
Added 114.29%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
590
shares
|
$10,136
0.0% of portfolio
|
Q1 2022
Reduced 1.67%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
590
shares
|
$10,136
0.0% of portfolio
|
Q1 2025
Reduced 45.87%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
586
shares
|
$10,067
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
550
shares
|
$9,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
550
shares
|
$9,449
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
515
shares
|
$8,847
0.0% of portfolio
|
Q2 2024
Added 128.89%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
500
shares
|
$8,590
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
500
shares
|
$8,590
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
500
shares
|
$8,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
500
shares
|
$8,590
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$8,590
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
500
shares
|
$8,590
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
499
shares
|
$8,572
0.0% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
442
shares
|
$7,593
0.0% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
436
shares
|
$7,490
0.0% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
397
shares
|
$6,820
0.0% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
392
shares
|
$6,734
0.0% of portfolio
|
Q2 2022
Reduced 1.26%
|