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Sofi Technologies shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $155k 10k 15.31
2024-09-30 $79k 10k 7.84
2024-06-30 $0 73 0.00

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View all positions for Efficient Wealth Management

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
Susquehanna International
Jane Street
D. E. Shaw & Co
Citadel Advisors
UBS Group
Two Sigma Advisers
Two Sigma Investments
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Morgan Stanley
Wells Fargo & Company
ARK Investment Management

View all funds holding Sofi Technologies