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Sofi Technologies shares owned by Sun Financial

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

Historical chart of Sun Financial investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by Sun Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $974k 37k 26.18

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First Tr Exchange Traded Buywrit Incm Etf (FTHI)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
First Tr Exchange Traded Nasdaq Buywrite (FTQI)
First Tr Exchange-traded Core Investment (FTCB)
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tidal Trust I Fundstrat Granny (GRNY)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded SHS (QTEC)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Sun Financial

Top funds holding Sofi Technologies

Vanguard Group
Susquehanna International
BlackRock
Jane Street
Jpmorgan Chase & Co
D. E. Shaw & Co
Citadel Advisors
UBS Group
State Street Corporation
Geode Capital Management
Royal Bank of Canada
Goldman Sachs Group
Norges Bank Investment Management
Walleye Trading
Barclays

View all funds holding Sofi Technologies