Waldron »

Sofi Technologies shares owned by Waldron

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

Historical chart of Waldron investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $39k 4.9k 7.86
2024-03-31 $137k 19k 7.30

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Stryker Corporation (SYK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr National Mun Etf (MUB)

View all positions for Waldron

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
BlackRock
Citadel Advisors
Silver Lake Group
Jane Street
Susquehanna International
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Morgan Stanley
ARK Investment Management
Renaissance Technologies
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas

View all funds holding Sofi Technologies