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Sofi Technologies shares owned by Baker Tilly Financial

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Baker Tilly Financial from 13F filings

Historical chart of Baker Tilly Financial investment in Sofi Technologies

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All positions including Sofi Technologies held by Baker Tilly Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Baker Tilly Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $365k 20k 17.93
2022-03-31 $122k 13k 9.44

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Putnam Etf Trust Focused Lar Cap (PVAL)
NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Palantir Technologies Cl A (PLTR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Baker Tilly Financial

Top funds holding Sofi Technologies

Jane Street
Susquehanna International
BlackRock
UBS Group
Vanguard Capital Management
D. E. Shaw & Co
Vanguard Portfolio Management
Citadel Advisors
State Street Corporation
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
Qube Research & Technologies
Squarepoint Ops
Bank Of Montreal

View all funds holding Sofi Technologies