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Sofi Technologies shares owned by Trinity Financial Advisors

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

Historical chart of Trinity Financial Advisors investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 9.4k 26.42

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Vanguard Index Fds Total Stk Mkt (VTI)
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Apple (AAPL)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Trinity Financial Advisors

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