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 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.6K+ 23.18% |
$24.7K - $47.3K
|
13.8K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.59K+ 17.29% |
$24.6K - $47.1K
|
17.5K
$415K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.44K+ 8.14% |
$23.2K - $44.5K
|
32.4K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.43K+ 4.87% |
$23.1K - $44.3K
|
52.3K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.37K+ 5.73% |
$22.5K - $43.2K
|
43.8K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.25K+ 164.42% |
$21.3K - $40.9K
|
3.61K
$85.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.18K+ 8.14% |
$20.7K - $39.7K
|
29K
$685K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.18K+ 63.7% |
$20.7K - $39.6K
|
5.59K
$132K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.18KNew |
$20.7K - $39.6K
|
2.18K
$51.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.04K+ 20.15% |
$19.4K - $37.1K
|
12.2K
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2K+ 16.67% |
$19K - $36.4K
|
14K
$331K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.96K+ 11.97% |
$18.6K - $35.7K
|
18.3K
$433K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.95K+ 15.06% |
$18.5K - $35.5K
|
14.9K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.89K+ 16.45% |
$18K - $34.4K
|
13.4K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.89K+ 7.36% |
$17.9K - $34.4K
|
27.6K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.76K+ 12.93% |
$16.7K - $32.1K
|
15.4K
$364K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.71K+ 31.32% |
$16.2K - $31.1K
|
7.17K
$169K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.62K+ 14.89% |
$15.4K - $29.4K
|
12.5K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.61K+ 9.43% |
$15.3K - $29.3K
|
18.7K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.56K+ 5.03% |
$14.8K - $28.4K
|
32.6K
$771K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.55K+ 153.91% |
$14.8K - $28.3K
|
2.56K
$60.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
1.53K+ 1.64% |
$14.5K - $27.9K
|
95.1K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.49K+ 2.42% |
$14.2K - $27.2K
|
63.3K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.25K+ 6.62% |
$11.9K - $22.8K
|
20.1K
$476K
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.2K+ 10.91% |
$11.4K - $21.9K
|
12.2K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.19K+ 0.36% |
$11.3K - $21.7K
|
330K
$7.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.19K+ 6.56% |
$11.3K - $21.7K
|
19.4K
$458K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.12K+ 1.76% |
$10.6K - $20.4K
|
64.5K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 3.56% |
$10.1K - $19.4K
|
31K
$734K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.06K+ 22.0% |
$10K - $19.2K
|
5.85K
$138K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.01K+ 25.11% |
$9.63K - $18.5K
|
5.05K
$119K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1K+ 6.83% |
$9.5K - $18.2K
|
15.7K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$9.5K - $18.2K
|
1K
$23.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1K+ 7.41% |
$9.5K - $18.2K
|
14.5K
$343K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
986New |
$9.37K - $18K
|
986
$23.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
972+ 1.15% |
$9.23K - $17.7K
|
85.6K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
945+ 9.41% |
$8.98K - $17.2K
|
11K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
885+ 3.55% |
$8.41K - $16.1K
|
25.8K
$610K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
879+ 4.26% |
$8.35K - $16K
|
21.5K
$508K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
865+ 255.92% |
$8.22K - $15.8K
|
1.2K
$28.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
864+ 0.19% |
$8.21K - $15.7K
|
447K
$10.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
851+ 4.24% |
$8.08K - $15.5K
|
20.9K
$495K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
850New |
$8.08K - $15.5K
|
850
$20.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
836+ 1.85% |
$7.94K - $15.2K
|
46K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
807+ 28.3% |
$7.67K - $14.7K
|
3.66K
$86.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
801+ 3.12% |
$7.61K - $14.6K
|
26.5K
$626K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
798+ 0.66% |
$7.58K - $14.5K
|
122K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
735+ 588.0% |
$6.98K - $13.4K
|
860
$20.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
729New |
$6.93K - $13.3K
|
729
$17.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
700+ 4.52% |
$6.65K - $12.7K
|
16.2K
$383K
|