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Sofi Technologies shares owned by Provence Wealth Management Group

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

Historical chart of Provence Wealth Management Group investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sofi Technologies by Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $10k 1.0k 9.95
2023-09-30 $13k 1.6k 7.99

More positions owned by Provence Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Trust MF Closed and MF Open (DGRW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Msci MF Closed and MF Open (EFG)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Tesla Motors (TSLA)

View all positions for Provence Wealth Management Group

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