Holos Integrated Wealth »

Sofi Technologies shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $16k 1.0k 16.11

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Sofi Technologies

Vanguard Group
Susquehanna International
BlackRock
Jane Street
Citadel Advisors
D. E. Shaw & Co
UBS Group
State Street Corporation
Geode Capital Management
Goldman Sachs Group
Norges Bank Investment Management
Two Sigma Investments
Walleye Trading
Barclays
Two Sigma Advisers

View all funds holding Sofi Technologies