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Sofi Technologies shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sofi Technologies by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $66k 10k 6.61
2024-03-31 $73k 10k 7.30

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Ishares Tr U.s. Tech Etf (IYW)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Keebeck Wealth Management

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
BlackRock
Citadel Advisors
Silver Lake Group
Jane Street
Susquehanna International
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Morgan Stanley
ARK Investment Management
Renaissance Technologies
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas

View all funds holding Sofi Technologies