Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- Latest filing
- Nov 14, 2025
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SOFI overviewAll 13F holders of SOFIFull Q3 2025 holdings
- Shares (Q3 2025)
- 8,099
- Value
- $214.0K
- % of portfolio
- <0.1%
- Quarters held
- 3
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 8,099 | $214.0K | <0.1% | +8,099 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −6,205−100.0% | Sold out | Holders |
| Q3 2023 | 6,205 | $49.6K | <0.1% | +6,205 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −13,360−100.0% | Sold out | Holders |
| Q1 2022 | 13,360 | $126.0K | <0.1% | +13,360 | New | Holders |