Sofi Technologies shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Sofi Technologies
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Quarterly reported holdings in Sofi Technologies by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 8.9k | 26.42 |
| 2021-12-31 | $182k | 12k | 15.83 |
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