FI
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Finivi Inc’s SoFi Technologies SOFI Stock Holding History

Finivi Inc’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$971K Buy
+61,439
New +$1.13M 1.03% 35

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Finivi Inc's SOFI Position: Q4 2021 in Review

Finivi Inc opened a new position in SoFi Technologies (SOFI) in Q4 2021: 61,439 shares worth $971K. The stake represents 1.03% of the portfolio and ranks #35 among its holdings.

446 funds tracked by Wall St. Rank hold SOFI as of Q4 2021.

  • Finivi Inc held 61,439 shares of SoFi Technologies worth $971K as of Q4 2021.
  • SoFi Technologies was a new Finivi Inc position in Q4 2021.
  • SoFi Technologies made up 1.03% of Finivi Inc's portfolio in Q4 2021, its #35 holding.
  • 446 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2021.

Based on Finivi Inc's 13F filing for Q4 2021, filed 19 Dec 2025.