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Sofi Technologies shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sofi Technologies by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $282k 25k 11.17
2024-03-31 $202k 28k 7.30
2023-12-31 $448k 45k 9.95
2020-12-31 $448k 45k 9.95

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View all positions for Wellington Wealth Strategies

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
Susquehanna International
Jane Street
D. E. Shaw & Co
Citadel Advisors
UBS Group
Two Sigma Advisers
Two Sigma Investments
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Morgan Stanley
Wells Fargo & Company
ARK Investment Management

View all funds holding Sofi Technologies