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 865 institutions that hold shares in the stock, with a total of 520 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$2,221
0.0% of portfolio
|
Q4 2021
Reduced 82.64%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
102
shares
|
$2,158
0.0% of portfolio
|
Q4 2024
Added 72.88%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
100
shares
|
$2,116
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$2,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
100
shares
|
$2,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
100
shares
|
$2,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
100
shares
|
$2,116
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
100
shares
|
$2,116
0.0% of portfolio
|
Q3 2024
Reduced 86.11%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
96
shares
|
$2,031
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
91
shares
|
$1,925
0.0% of portfolio
|
Q4 2022
Added 35.82%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
80
shares
|
$1,692
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
80
shares
|
$1,692
0.0% of portfolio
|
Q4 2021
Reduced 92.59%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
80
shares
|
$1,692
0.0% of portfolio
|
Q1 2025
Reduced 96.21%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
79
shares
|
$1,671
0.0% of portfolio
|
Q2 2024
Reduced 82.37%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
74
shares
|
$1,565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
67
shares
|
$1,417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
64
shares
|
$1,354
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
60
shares
|
$1,269
0.0% of portfolio
|
Q2 2022
Reduced 93.41%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
58
shares
|
$1,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
53
shares
|
$1,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
51
shares
|
$1,079
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
49
shares
|
$1,036
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
46
shares
|
$973
0.0% of portfolio
|
Q1 2025
Added 43.75%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
41
shares
|
$867
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
40
shares
|
$846
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|