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 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
676+ 1827.03% |
$6.42K - $12.3K
|
713
$16.9K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
657+ 107.35% |
$6.24K - $12K
|
1.27K
$30K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
650+ 520.0% |
$6.18K - $11.8K
|
775
$18.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
650+ 331.63% |
$6.18K - $11.8K
|
846
$20K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
632+ 564.29% |
$6K - $11.5K
|
744
$17.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
600New |
$5.7K - $10.9K
|
600
$14.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
563+ 1.41% |
$5.35K - $10.3K
|
40.5K
$959K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
557+ 0.38% |
$5.29K - $10.1K
|
147K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
534New |
$5.07K - $9.72K
|
534
$12.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
514+ 2.84% |
$4.88K - $9.36K
|
18.6K
$440K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
514+ 11.74% |
$4.88K - $9.36K
|
4.89K
$116K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
501+ 1.79% |
$4.76K - $9.12K
|
28.4K
$673K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
493+ 34.12% |
$4.68K - $8.98K
|
1.94K
$45.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
400New |
$3.8K - $7.28K
|
400
$9.46K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
390+ 3.57% |
$3.71K - $7.1K
|
11.3K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
368+ 4.88% |
$3.5K - $6.7K
|
7.91K
$187K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
360+ 480.0% |
$3.42K - $6.56K
|
435
$10.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
350+ 1.15% |
$3.33K - $6.37K
|
30.9K
$731K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
336+ 0.99% |
$3.19K - $6.12K
|
34.4K
$813K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
316+ 0.51% |
$3K - $5.75K
|
62.3K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
300+ 1.35% |
$2.85K - $5.46K
|
22.6K
$534K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300New |
$2.85K - $5.46K
|
300
$7.1K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
300New |
$2.85K - $5.46K
|
300
$7.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
275+ 3.32% |
$2.61K - $5.01K
|
8.56K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
271+ 0.03% |
$2.57K - $4.93K
|
976K
$23.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
263New |
$2.5K - $4.79K
|
263
$6.22K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
262+ 0.42% |
$2.49K - $4.77K
|
63.3K
$1.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
259+ 25900.0% |
$2.46K - $4.72K
|
260
$6.15K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
215New |
$2.04K - $3.92K
|
215
$5.08K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
207+ 1725.0% |
$1.97K - $3.77K
|
219
$5.18K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 5.0% |
$1.9K - $3.64K
|
4.2K
$99.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
200New |
$1.9K - $3.64K
|
200
$4.73K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
200New |
$1.9K - $3.64K
|
200
$4.73K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
195+ 0.9% |
$1.85K - $3.55K
|
21.8K
$516K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
180+ 58.82% |
$1.71K - $3.28K
|
486
$11.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
178+ 1.59% |
$1.69K - $3.24K
|
11.3K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
159+ 0.85% |
$1.51K - $2.9K
|
18.8K
$445K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
130+ 270.83% |
$1.24K - $2.37K
|
178
$4.21K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
130+ 1.27% |
$1.24K - $2.37K
|
10.3K
$244K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125+ 59.52% |
$1.19K - $2.28K
|
335
$7.92K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
122+ 0.75% |
$1.16K - $2.22K
|
16.3K
$386K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
122+ 10.14% |
$1.16K - $2.22K
|
1.33K
$31.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
118+ 327.78% |
$1.12K - $2.15K
|
154
$3.64K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
116+ 52.73% |
$1.1K - $2.11K
|
336
$7.95K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
109+ 681.25% |
$1.04K - $1.98K
|
125
$2.96K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
100+ 1.33% |
$950 - $1.82K
|
7.6K
$180K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
100+ 0.75% |
$950 - $1.82K
|
13.4K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
100+ 31.45% |
$950 - $1.82K
|
418
$9.89K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100+ 100.0% |
$950 - $1.82K
|
200
$4.73K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
100New |
$950 - $1.82K
|
100
$2.37K
|