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Sofi Technologies shares owned by Texas Capital Bank Wealth Management Services

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Texas Capital Bank Wealth Management Services from 13F filings

Historical chart of Texas Capital Bank Wealth Management Services investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Texas Capital Bank Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Texas Capital Bank Wealth Management Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $149k 15k 9.95
2023-09-30 $240k 30k 7.99
2023-06-30 $334k 40k 8.34
2023-03-31 $243k 40k 6.07

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Microsoft Corporation (MSFT)
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Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Texas Capital Bank Wealth Management Services

Top funds holding Sofi Technologies

Vanguard Group
Silver Lake Group
Goldman Sachs Group
Citadel Advisors
Two Sigma Investments
ARK Investment Management
Two Sigma Advisers
Sumitomo Mitsui Trust Holdings
Citigroup
D. E. Shaw & Co
Norges Bank Investment Management
Millennium Management
Charles Schwab Investment Management
Accel Growth Fund V Associates
Nikko Asset Management Americas

View all funds holding Sofi Technologies