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Sofi Technologies shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sofi Technologies by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 8.6k 26.42
2023-03-31 $322k 53k 6.07

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View all positions for LLBH Private Wealth Management

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