Mosley Wealth Management »

Sofi Technologies shares owned by Mosley Wealth Management

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

Historical chart of Mosley Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sofi Technologies by Mosley Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7k 102 26.42

More positions owned by Mosley Wealth Management

Jpmorgan Equity Premium Income Etf Etf (JEPI)
Spdr Ssga U.s. Sector Rotation Etf Etf (XLSR)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Nvidia Corporation Stock (NVDA)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Mosley Wealth Management

Top funds holding Sofi Technologies

Vanguard Group
Jane Street
Susquehanna International
BlackRock
UBS Group
Vanguard Capital Management
D. E. Shaw & Co
Vanguard Portfolio Management
Citadel Advisors
Geode Capital Management
State Street Corporation
Morgan Stanley
Goldman Sachs Group
Squarepoint Ops
Bank Of Montreal

View all funds holding Sofi Technologies