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Sofi Technologies shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services investment in Sofi Technologies

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All positions including Sofi Technologies held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $330k 21k 15.88
2025-12-31 $63k 2.4k 26.18
2025-09-30 $60k 2.3k 26.42
2025-06-30 $88k 4.9k 18.21
2025-03-31 $83k 7.2k 11.63

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for N.E.W. Advisory Services

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