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Sofi Technologies shares owned by Emergent Wealth Advisors

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

Historical chart of Emergent Wealth Advisors investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by Emergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $693k 26k 26.42
2025-06-30 $478k 26k 18.21
2025-03-31 $293k 25k 11.63
2024-12-31 $178k 12k 15.40