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 838 institutions that hold shares in the stock, with a total of 523 Million shares, which have been reported (via 13F filing form) to have a value of $6.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
586
shares
|
$6,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
550
shares
|
$6,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
550
shares
|
$6,517
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
530
shares
|
$6,280
0.0% of portfolio
|
Q4 2024
Added 87.28%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
530
shares
|
$6,280
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
515
shares
|
$6,102
0.0% of portfolio
|
Q2 2024
Added 128.89%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
500
shares
|
$5,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
500
shares
|
$5,925
0.0% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$5,925
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
500
shares
|
$5,925
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
500
shares
|
$5,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
500
shares
|
$5,925
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
500
shares
|
$5,925
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
472
shares
|
$5,593
0.0% of portfolio
|
Q4 2024
Reduced 84.52%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
410
shares
|
$4,858
0.0% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
400
shares
|
$4,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
392
shares
|
$4,645
0.0% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
380
shares
|
$4,503
0.0% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
378
shares
|
$4,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
373
shares
|
$4,420
0.0% of portfolio
|
Q4 2023
Reduced 21.14%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
367
shares
|
$4,348
0.0% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
360
shares
|
$4,266
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
333
shares
|
$3,946
0.0% of portfolio
|
Q4 2024
Reduced 50.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
328
shares
|
$3,886
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
306
shares
|
$3,626
0.0% of portfolio
|
Q1 2025
Reduced 37.04%
|