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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
118
shares
|
$1,608
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
109
shares
|
$1,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$1,431
0.0% of portfolio
|
Q4 2021
Reduced 82.64%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
104
shares
|
$1,417
0.0% of portfolio
|
Q3 2024
Added 126.09%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
100
shares
|
$1,363
0.0% of portfolio
|
Q3 2024
Reduced 86.11%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
100
shares
|
$1,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
100
shares
|
$1,363
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
100
shares
|
$1,363
0.0% of portfolio
|
Q4 2023
Reduced 93.63%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
91
shares
|
$1,240
0.0% of portfolio
|
Q4 2022
Added 35.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
80
shares
|
$1,090
0.0% of portfolio
|
Q4 2021
Reduced 92.59%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
79
shares
|
$1,076
0.0% of portfolio
|
Q2 2024
Reduced 82.37%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
75
shares
|
$1,022
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
60
shares
|
$817
0.0% of portfolio
|
Q2 2022
Reduced 93.41%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
59
shares
|
$804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
50
shares
|
$681
0.0% of portfolio
|
Q1 2024
Reduced 95.24%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$681
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
49
shares
|
$667
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
45
shares
|
$613
0.0% of portfolio
|
Q4 2021
Added 28.57%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
39
shares
|
$531
0.0% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
36
shares
|
$490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
36
shares
|
$490
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
27
shares
|
$368
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
20
shares
|
$272
0.0% of portfolio
|
Q1 2024
Reduced 92.13%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$272
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
19
shares
|
$258
0.0% of portfolio
|
Q3 2024
Added 58.33%
|