Waldron Private Wealth LLC

SEC CIK: 0001598180
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Waldron Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of SOFI by Waldron Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−4,947−100.0%	Sold out	Holders
Q3 2024	4,947	$38.9K	<0.1%	+4,947	New	Holders
Q2 2024	0	$0	0.0%	−18,798−100.0%	Sold out	Holders
Q1 2024	18,798	$137.2K	<0.1%	+18,798	New	Holders