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Sofi Technologies shares owned by Keystone Financial Services

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services investment in Sofi Technologies

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All positions including Sofi Technologies held by Keystone Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $99k 13k 7.86

More positions owned by Keystone Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for Keystone Financial Services

Top funds holding Sofi Technologies

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

View all funds holding Sofi Technologies