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Sofi Technologies shares owned by Financial Advisory Service

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Financial Advisory Service from 13F filings

Historical chart of Financial Advisory Service investment in Sofi Technologies

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All positions including Sofi Technologies held by Financial Advisory Service consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $157k 16k 9.95
2023-09-30 $121k 15k 7.99
2023-06-30 $143k 17k 8.34
2023-03-31 $74k 12k 6.07
2022-12-31 $54k 12k 4.61
2022-09-30 $57k 12k 4.87

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Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
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Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

Top funds holding Sofi Technologies

Vanguard Group
Silver Lake Group
Goldman Sachs Group
Citadel Advisors
Two Sigma Investments
ARK Investment Management
Two Sigma Advisers
Sumitomo Mitsui Trust Holdings
Citigroup
D. E. Shaw & Co
Norges Bank Investment Management
Millennium Management
Charles Schwab Investment Management
Accel Growth Fund V Associates
Nikko Asset Management Americas

View all funds holding Sofi Technologies