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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
189
shares
|
$3,247
0.0% of portfolio
|
Q1 2025
Added 35.97%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
164
shares
|
$2,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
150
shares
|
$2,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
142
shares
|
$2,439
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
133
shares
|
$2,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
127
shares
|
$2,181
0.0% of portfolio
|
Q4 2024
Added 27.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
125
shares
|
$2,147
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
125
shares
|
$2,147
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
125
shares
|
$2,147
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
118
shares
|
$2,027
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
112
shares
|
$1,924
0.0% of portfolio
|
Q1 2025
Added 21.74%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
107
shares
|
$1,838
0.0% of portfolio
|
Q1 2025
Reduced 91.23%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
107
shares
|
$1,838
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$1,803
0.0% of portfolio
|
Q4 2021
Reduced 82.64%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
102
shares
|
$1,752
0.0% of portfolio
|
Q4 2024
Added 72.88%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
100
shares
|
$1,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$1,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
100
shares
|
$1,718
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
100
shares
|
$1,718
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
100
shares
|
$1,718
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
100
shares
|
$1,718
0.0% of portfolio
|
Q3 2024
Reduced 86.11%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
96
shares
|
$1,649
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
91
shares
|
$1,563
0.0% of portfolio
|
Q4 2022
Added 35.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
80
shares
|
$1,374
0.0% of portfolio
|
Q4 2021
Reduced 92.59%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
80
shares
|
$1,374
0.0% of portfolio
|
Q1 2025
Added 14.29%
|