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Sofi Technologies shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sofi Technologies by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $244k 14k 17.93
2026-03-31 $214k 14k 15.88

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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