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Sofi Technologies shares owned by Summit Financial

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Sofi Technologies

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All positions including Sofi Technologies held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 625k 26.42

More positions owned by Summit Financial

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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
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Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Sofi Technologies

Vanguard Group
Jane Street
Susquehanna International
BlackRock
Jpmorgan Chase & Co
D. E. Shaw & Co
Citadel Advisors
UBS Group
State Street Corporation
Geode Capital Management
Royal Bank of Canada
Squarepoint Ops
Morgan Stanley
Walleye Trading
Voloridge Investment Management

View all funds holding Sofi Technologies