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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13
shares
|
$177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$136
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
7
shares
|
$95
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
7
shares
|
$95
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
5
shares
|
$68
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
5
shares
|
$68
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|