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Sofi Technologies shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sofi Technologies by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $161k 6.1k 26.42
2025-06-30 $102k 5.6k 18.21
2025-03-31 $40k 3.4k 11.63
2024-12-31 $1.5k 100 15.40

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Top funds holding Sofi Technologies

Vanguard Group
Jane Street
Susquehanna International
BlackRock
Jpmorgan Chase & Co
D. E. Shaw & Co
Citadel Advisors
UBS Group
State Street Corporation
Geode Capital Management
Royal Bank of Canada
Squarepoint Ops
Morgan Stanley
Walleye Trading
Voloridge Investment Management

View all funds holding Sofi Technologies