Purchases and Sales Made in Q2 2025 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q2 2025. The information is specifically focused on institutions that hold shares of SoFi Technologies, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.06K+ 11.76% |
$86.1K - $165K
|
86.1K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9K+ 1200.0% |
$85.5K - $164K
|
9.75K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
8.74K+ 703.38% |
$83.1K - $159K
|
9.99K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.62K+ 14.43% |
$81.9K - $157K
|
68.4K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.44K+ 11.56% |
$80.2K - $154K
|
81.4K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
8.09K+ 2.74% |
$76.9K - $147K
|
304K
$7.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
7.89K+ 1.61% |
$74.9K - $144K
|
497K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
7.55K+ 0.82% |
$71.7K - $137K
|
927K
$21.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.31K+ 2.83% |
$69.4K - $133K
|
266K
$6.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.3K+ 3.49% |
$69.4K - $133K
|
216K
$5.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.89KNew |
$65.5K - $126K
|
6.89K
$163K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.42K+ 147.72% |
$61K - $117K
|
10.8K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
6.24K+ 6.07% |
$59.2K - $114K
|
109K
$2.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6K+ 6.89% |
$57K - $109K
|
92.9K
$2.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.96KNew |
$56.6K - $108K
|
5.96K
$141K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
5.93K+ 1.39% |
$56.3K - $108K
|
432K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
5.8K+ 12.0% |
$55.1K - $106K
|
54.1K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.77K+ 7.33% |
$54.8K - $105K
|
84.5K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.56K+ 4.49% |
$52.9K - $101K
|
129K
$3.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.56K+ 49.49% |
$52.8K - $101K
|
16.8K
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.55K+ 3.55% |
$52.7K - $101K
|
162K
$3.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.48K+ 62.54% |
$52K - $99.7K
|
14.2K
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.46K+ 63.53% |
$51.8K - $99.3K
|
14K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.22K+ 24.07% |
$49.6K - $95.1K
|
26.9K
$637K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
5.07K+ 23.19% |
$48.1K - $92.3K
|
26.9K
$637K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.04K+ 15.21% |
$47.9K - $91.8K
|
38.2K
$903K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.03K+ 5.9% |
$47.8K - $91.7K
|
90.4K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.93K+ 5.99% |
$46.9K - $89.8K
|
87.3K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.87K+ 34.49% |
$46.3K - $88.7K
|
19K
$449K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.83KNew |
$45.9K - $88K
|
4.83K
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4.83K+ 276.94% |
$45.9K - $87.9K
|
6.57K
$155K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.7K+ 25.68% |
$44.6K - $85.5K
|
23K
$543K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.52K+ 7.71% |
$42.9K - $82.3K
|
63.2K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.51K+ 6.46% |
$42.8K - $82K
|
74.2K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.47K+ 25.22% |
$42.4K - $81.4K
|
22.2K
$525K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.38K+ 4.78% |
$41.6K - $79.8K
|
96K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4.33K+ 4.28% |
$41.1K - $78.8K
|
105K
$2.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.04K+ 30.24% |
$38.4K - $73.6K
|
17.4K
$412K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.98KNew |
$37.8K - $72.4K
|
3.98K
$94K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.95K+ 4.68% |
$37.6K - $72K
|
88.5K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.91K+ 13.03% |
$37.1K - $71.1K
|
33.9K
$801K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.51K+ 25.4% |
$33.3K - $63.9K
|
17.3K
$409K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.44KNew |
$32.7K - $62.7K
|
3.44K
$81.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.41KNew |
$32.4K - $62.1K
|
3.41K
$80.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.23K+ 25.83% |
$30.6K - $58.7K
|
15.7K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3.2K+ 533.33% |
$30.4K - $58.3K
|
3.8K
$89.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.1K+ 11.35% |
$29.5K - $56.5K
|
30.4K
$719K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.05K+ 26.17% |
$29K - $55.5K
|
14.7K
$348K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.69K+ 24.39% |
$25.5K - $49K
|
13.7K
$324K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.6K+ 17.61% |
$24.7K - $47.4K
|
17.4K
$411K
|