Sofi Technologies shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3k | 200 | 26.42 |
| 2025-06-30 | $3.6k | 200 | 18.21 |
| 2025-03-31 | $1.2k | 100 | 11.63 |
More positions owned by Bernard Wealth Management Corp.
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