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 |
|---|---|---|---|---|---|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
2,800
shares
|
$38,164
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
2,706
shares
|
$36,882
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,645
shares
|
$36,051
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,526
shares
|
$34,429
0.0% of portfolio
|
Q3 2024
Added 956.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,506
shares
|
$34,156
0.0% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
2,500
shares
|
$34,075
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,500
shares
|
$34,075
0.0% of portfolio
|
Q3 2023
Reduced 3.85%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,200
shares
|
$29,986
0.0% of portfolio
|
Q2 2022
Added 175.0%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
2,122
shares
|
$28,922
0.0% of portfolio
|
Q3 2024
Reduced 51.03%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,095
shares
|
$28,554
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
2,000
shares
|
$27,260
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,924
shares
|
$26,224
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,750
shares
|
$23,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,720
shares
|
$23,443
0.0% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,614
shares
|
$21,998
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,600
shares
|
$21,808
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,554
shares
|
$21,181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,500
shares
|
$20,445
0.0% of portfolio
|
Q2 2023
Added 36.36%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
1,500
shares
|
$20,445
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$20,445
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$20,445
0.0% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,500
shares
|
$20,445
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,445
shares
|
$19,695
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,405
shares
|
$19,150
0.0% of portfolio
|
Q3 2024
Added 45.6%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,401
shares
|
$19,095
0.0% of portfolio
|
Q3 2024
Added 249.38%
|