Sofi Technologies shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Sofi Technologies
Tip: Access up to 7 years of quarterly data
All positions including Sofi Technologies held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sofi Technologies by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 76k | 22.81 |
| 2025-09-30 | $3.9M | 131k | 29.68 |
| 2025-06-30 | $1.5M | 67k | 22.58 |