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Sofi Technologies shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $80k 11k 7.30
2023-12-31 $109k 11k 9.95

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View all positions for Twin Peaks Wealth Advisors

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
Susquehanna International
Silver Lake Group
Goldman Sachs Group
Citadel Advisors
UBS Group
Two Sigma Investments
ARK Investment Management
Geode Capital Management
Two Sigma Advisers
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
D. E. Shaw & Co
Millennium Management

View all funds holding Sofi Technologies