SOFI — Sofi Technologies Inc 机构持仓 · 2026年Q3

Name: 谁持有 SOFI？35 家机构、1,745 万美元（2026年Q3）
Creator: ko.io

谁持有 Sofi Technologies Inc（SOFI）？2026年Q3（报告期截至 2026-09-30）共有 35 家机构在 SEC 13F 申报中报告持有，合计 1,744.69 万美元。前几大持有机构：Mn Services Vermogensbeheer B.V.（580.00 万美元）、Mfg Wealth Management, Inc.（300.00 万美元）、Venture Visionary Partners LLC（200.00 万美元）。

排名	机构	市值	股数	变动
1	Mn Services Vermogensbeheer B.V.	$5.8M	371,600	持平
2	MFG WEALTH MANAGEMENT, INC.	$3.0M	190,476	减持
3	Venture Visionary Partners LLC	$2.0M	129,361	增持
4	Capital Advisors Wealth Management, LLC	$1.8M	113,257	增持
5	RHODES INVESTMENT ADVISORS INC /ADV	$805,902	51,266	减持
6	Valeo Financial Advisors, LLC	$589,469	37,498	增持
7	Farther Finance Advisors, LLC	$529,075	33,656	增持
8	Avidian Wealth Enterprises, LLC	$471,590	29,999	增持
9	Wedmont Private Capital	$432,085	27,680	增持
10	WoodTrust Financial Corp	$390,000	24,800	增持
11	DECISION INVESTMENTS, INC	$381,053	24,240	持平
12	GAMMA Investing LLC	$325,970	20,736	增持
13	BAKER TILLY WEALTH MANAGEMENT, LLC	$322,889	20,540	增持
14	Rosenberg Matthew Hamilton	$172,008	10,942	增持
15	CoreCap Advisors, LLC	$131,639	8,374	减持
16	GK Wealth Management LLC	$87,139	8,140	新建仓
17	MassMutual Private Wealth & Trust, FSB	$35,339	2,248	增持
18	Grove Bank & Trust	$19,084	1,214	持平
19	CX Institutional	$19,000	1,197	减持
20	Versant Capital Management, Inc	$17,449	1,110	增持
21	Bank of New Hampshire	$15,720	1,000	持平
22	VALLEY WEALTH MANAGERS, INC.	$15,138	963	持平
23	Bangor Savings Bank	$7,153	455	增持
24	TOTH FINANCIAL ADVISORY CORP	$5,502	350	减持
25	ELEVATION WEALTH PARTNERS, LLC	$4,135	263	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30