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 903 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
118
shares
|
$2,790
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
115
shares
|
$2,719
0.0% of portfolio
|
Q2 2025
Added 71.64%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
115
shares
|
$2,719
0.0% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$2,483
0.0% of portfolio
|
Q4 2021
Reduced 82.64%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
102
shares
|
$2,412
0.0% of portfolio
|
Q4 2024
Added 72.88%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$2,365
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$2,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
100
shares
|
$2,365
0.0% of portfolio
|
Q3 2024
Reduced 86.11%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
100
shares
|
$2,365
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
100
shares
|
$2,365
0.0% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
100
shares
|
$2,365
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
100
shares
|
$2,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
91
shares
|
$2,152
0.0% of portfolio
|
Q4 2022
Added 35.82%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
82
shares
|
$1,939
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
80
shares
|
$1,892
0.0% of portfolio
|
Q1 2025
Reduced 96.21%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
80
shares
|
$1,892
0.0% of portfolio
|
Q4 2021
Reduced 92.59%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
80
shares
|
$1,892
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
79
shares
|
$1,868
0.0% of portfolio
|
Q2 2024
Reduced 82.37%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
74
shares
|
$1,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
72
shares
|
$1,702
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
67
shares
|
$1,584
0.0% of portfolio
|
Q2 2025
Added 235.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
61
shares
|
$1,442
0.0% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
60
shares
|
$1,419
0.0% of portfolio
|
Q2 2022
Reduced 93.41%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
59
shares
|
$1,395
0.0% of portfolio
|
Q2 2025
Added 73.53%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
51
shares
|
$1,206
0.0% of portfolio
|
Q1 2025
Added 2.0%
|