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Sofi Technologies shares owned by Strategic Wealth Advisors

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

Historical chart of Strategic Wealth Advisors investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sofi Technologies by Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.0M 409k 4.88
2022-06-30 $1.3M 201k 6.26
2022-03-31 $929k 99k 9.40
2021-12-31 $537k 34k 15.67
2021-09-30 $591k 37k 15.89
2021-06-30 $624k 33k 19.16

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View all positions for Strategic Wealth Advisors

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
Citadel Advisors
Silver Lake Group
Jane Street
Susquehanna International
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
UBS Group
ARK Investment Management
Renaissance Technologies
Millennium Management
Nikko Asset Management Americas
Walleye Trading

View all funds holding Sofi Technologies