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Sofi Technologies shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $466 26 17.96

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Vanguard Malvern Fds Core Bd Etf (VCRB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr St Str Real Etf (RLY)
Spdr Series Trust ST STR P500GRW (SPYG)
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Spdr Series Trust St Str Sp600grwo (SLYG)
Cohen & Steers Etf Trust Real Est Act Etf (CSRE)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
T Rowe Price Exchange-traded Intl Equity Etf (TOUS)

View all positions for New England Capital Financial Advisors

Top funds holding Sofi Technologies

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

View all funds holding Sofi Technologies