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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12,497
shares
|
$170,334
0.01% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
12,485
shares
|
$170,170
0.02% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,435
shares
|
$169,489
0.0% of portfolio
|
Q2 2024
Reduced 25.78%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
12,400
shares
|
$169,012
0.0% of portfolio
|
Q3 2023
Reduced 66.12%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
12,348
shares
|
$168,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
12,200
shares
|
$166,286
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
12,185
shares
|
$166,081
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
12,108
shares
|
$165,032
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
12,048
shares
|
$164,214
0.01% of portfolio
|
Q2 2023
Added 4.33%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
12,026
shares
|
$163,914
0.02% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
12,026
shares
|
$163,914
0.01% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
12,006
shares
|
$163,641
0.04% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,001
shares
|
$163,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
11,900
shares
|
$162,197
0.05% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
11,870
shares
|
$161,788
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,664
shares
|
$158,980
0.0% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
11,598
shares
|
$158,080
0.01% of portfolio
|
Q2 2024
Added 8.53%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
11,584
shares
|
$157,889
0.01% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
11,525
shares
|
$157,085
0.03% of portfolio
|
Q3 2024
Reduced 20.65%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
11,368
shares
|
$154,945
0.02% of portfolio
|
Q3 2024
Reduced 60.21%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,193
shares
|
$152,560
0.0% of portfolio
|
Q4 2023
Reduced 35.62%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
11,155
shares
|
$152,042
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
11,090
shares
|
$151,156
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
11,000
shares
|
$149,930
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
11,000
shares
|
$149,930
0.02% of portfolio
|
Q3 2024
Added 10.0%
|