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Sofi Technologies shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Sofi Technologies

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All positions including Sofi Technologies held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 463k 26.42
2025-06-30 $7.8M 430k 18.21
2025-03-31 $5.4M 463k 11.63
2024-12-31 $6.9M 446k 15.40
2024-09-30 $3.8M 489k 7.86
2024-06-30 $2.6M 398k 6.61
2024-03-31 $3.1M 423k 7.30
2023-12-31 $4.2M 426k 9.95
2023-09-30 $5.5M 690k 7.99
2023-06-30 $6.3M 749k 8.34
2023-03-31 $3.7M 612k 6.07
2022-12-31 $2.9M 633k 4.61
2022-09-30 $754k 155k 4.88
2022-06-30 $488k 93k 5.27
2022-03-31 $680k 72k 9.45
2021-12-31 $423k 27k 15.79