Eq Wealth Advisors »

Sofi Technologies shares owned by Eq Wealth Advisors

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

Historical chart of Eq Wealth Advisors investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sofi Technologies by Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0k 78 26.18
2025-06-30 $1.1k 61 18.21
2025-03-31 $615 53 11.62

More positions owned by Eq Wealth Advisors

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Tips Etf Etf (SCHP)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Small Cap Value Etf Etf (DISV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Capital Group Municipal Income Etf Etf (CGMU)
Ishares Gold Trust Etf (IAU)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Capital Group Short Duration Income Etf Etf (CGSD)

View all positions for Eq Wealth Advisors

Top funds holding Sofi Technologies

Vanguard Group
Susquehanna International
BlackRock
Jane Street
Jpmorgan Chase & Co
D. E. Shaw & Co
Citadel Advisors
UBS Group
State Street Corporation
Geode Capital Management
Royal Bank of Canada
Goldman Sachs Group
Norges Bank Investment Management
Walleye Trading
Barclays

View all funds holding Sofi Technologies