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Sofi Technologies shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth Management investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 10k 26.42
2024-12-31 $444k 29k 15.40
2024-03-31 $161k 22k 7.30
2023-12-31 $156k 16k 9.95

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Oracle Corporation (ORCL)
NVIDIA Corporation (NVDA)
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First Tr Exchange-traded A Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Republic Services (RSG)
First Tr Exchange Traded Dj Glbl Divid (FGD)

View all positions for Trueblood Wealth Management

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