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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
2025-09-30 $1.4M 51k 26.42
2025-06-30 $953k 52k 18.21
2025-03-31 $580k 50k 11.63
2024-12-31 $275k 18k 15.40

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Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Core S&p500 Etf (IVV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Small Cap Cas (CALF)

View all positions for Keystone Financial Services

Top funds holding Sofi Technologies

Vanguard Group
Jane Street
Susquehanna International
BlackRock
Jpmorgan Chase & Co
D. E. Shaw & Co
Citadel Advisors
UBS Group
State Street Corporation
Geode Capital Management
Royal Bank of Canada
Squarepoint Ops
Morgan Stanley
Walleye Trading
Voloridge Investment Management

View all funds holding Sofi Technologies