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