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Sofi Technologies shares owned by Asset One Wealth Management

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Asset One Wealth Management from 13F filings

Historical chart of Asset One Wealth Management investment in Sofi Technologies

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All positions including Sofi Technologies held by Asset One Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Asset One Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $312k 18k 17.87

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Microsoft Corporation (MSFT)
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View all positions for Asset One Wealth Management

Top funds holding Sofi Technologies

Susquehanna International
BlackRock
Vanguard Capital Management
Jane Street
UBS Group
Goldman Sachs Group
Vanguard Portfolio Management
Citadel Advisors
State Street Corporation
D. E. Shaw & Co
Geode Capital Management
Morgan Stanley
Norges Bank Investment Management
Millennium Management
Bank Of Montreal

View all funds holding Sofi Technologies