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Sofi Technologies shares owned by Worth Financial Advisory Group

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Worth Financial Advisory Group from 13F filings

Historical chart of Worth Financial Advisory Group investment in Sofi Technologies

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All positions including Sofi Technologies held by Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $98k 13k 7.30
2023-12-31 $132k 13k 9.95
2023-09-30 $110k 14k 7.99
2023-06-30 $113k 14k 8.34
2023-03-31 $83k 14k 6.07
2022-12-31 $63k 14k 4.61

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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