Trueblood Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sofi Technologies by Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $161k 22k 7.30
2023-12-31 $156k 16k 9.95

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
Chevron Corporation (CVX)
Caterpillar (CAT)
UnitedHealth (UNH)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Home Depot (HD)
First Tr Exchange-traded Smid Risng Etf (SDVY)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
McDonald's Corporation (MCD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Trueblood Wealth Management

Top funds holding Sofi Technologies

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

View all funds holding Sofi Technologies