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Sofi Technologies shares owned by Lakeshore Financial Planning

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

Historical chart of Lakeshore Financial Planning investment in Sofi Technologies

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All positions including Sofi Technologies held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $608k 83k 7.30

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View all positions for Lakeshore Financial Planning

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
Citadel Advisors
Susquehanna International
Silver Lake Group
UBS Group
ARK Investment Management
Geode Capital Management
Morgan Stanley
Shaolin Capital Management
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Jane Street
Walleye Trading
Jpmorgan Chase & Co

View all funds holding Sofi Technologies