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 739 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $6.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
22,336
shares
|
$304,439
0.08% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
22,300
shares
|
$303,949
0.01% of portfolio
|
Q3 2023
Reduced 5.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
22,273
shares
|
$303,580
0.0% of portfolio
|
Q3 2024
Added 19.5%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
22,167
shares
|
$302,136
0.29% of portfolio
|
Q3 2023
Added 45.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
22,161
shares
|
$302,054
0.0% of portfolio
|
Q3 2024
Added 82.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
21,745
shares
|
$296,384
0.0% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
21,585
shares
|
$294,203
0.0% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
20,543
shares
|
$280,001
0.04% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
20,083
shares
|
$273,731
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
19,465
shares
|
$265,307
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
19,018
shares
|
$259,215
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
18,894
shares
|
$257,525
0.03% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
18,789
shares
|
$256,094
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
18,572
shares
|
$253,136
0.0% of portfolio
|
Q3 2024
Reduced 46.74%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
18,490
shares
|
$252,018
0.09% of portfolio
|
Q3 2021
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
18,447
shares
|
$251,432
0.0% of portfolio
|
Q3 2024
Reduced 38.26%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
18,373
shares
|
$250,423
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
18,186
shares
|
$247,875
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
18,177
shares
|
$247,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
17,719
shares
|
$241,509
0.01% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
17,646
shares
|
$240,514
0.0% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
17,605
shares
|
$239,956
0.01% of portfolio
|
Q3 2024
Added 75.61%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
17,500
shares
|
$238,525
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
17,463
shares
|
$238,020
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
17,440
shares
|
$237,707
0.0% of portfolio
|
Q3 2024
Reduced 11.02%
|