Nvest Wealth Strategies »

Sofi Technologies shares owned by Nvest Wealth Strategies

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

Historical chart of Nvest Wealth Strategies investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Nvest Wealth Strategies 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 Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8k 100 17.93

More positions owned by Nvest Wealth Strategies

John Hancock Exchange Traded Multifactor Mi (JHMM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
2023 Etf Series Trust Brandes Intl Etf (BINV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded No Amer Energy (EMLP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust St Str Sp600grwo (SLYG)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Harbor Etf Trust Comm All Wea Etf (HGER)
Spdr Series Trust ST STR SP600SM C (SLYV)
American Centy Etf Tr Avantis Intl Sml (AVDS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Union Pacific Corporation (UNP)
Ea Series Trust Camb Us Equa Etf (USEW)

View all positions for Nvest Wealth Strategies

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