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NFP Retirement, Inc.

SEC CIK
0002040084
Latest filing
Aug 12, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by NFP Retirement, 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 Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2024
Holdings of SOFI by NFP Retirement, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−572,437−100.0%Sold outHolders
Q2 2025572,437$10.4M0.7%00.0%UnchangedHolders
Q1 2025572,437$6.66M0.5%−3,550−0.6%ReducedHolders
Q4 2024575,987$8.87M0.7%−10.0%ReducedHolders
Q3 2024575,988$4.53M0.4%00.0%UnchangedHolders
Q2 2024575,988$3.81M0.3%−700.0%ReducedHolders
Q1 2024576,058$4.21M0.4%+576,058NewHolders