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Sofi Technologies shares owned by White Wing Wealth Management

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

Historical chart of White Wing Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sofi Technologies by White Wing Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $305k 12k 25.76
2025-06-30 $187k 10k 18.21

More positions owned by White Wing Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Tesla Motors (TSLA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)

View all positions for White Wing 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