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Sofi Technologies shares owned by Key Client Fiduciary Advisors

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Key Client Fiduciary Advisors from 13F filings

Historical chart of Key Client Fiduciary Advisors investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Key Client Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 14k 26.42
2025-06-30 $249k 14k 18.21
2025-03-31 $164k 14k 11.63
2024-12-31 $195k 13k 15.40