Coordinated Financial Services, Inc.
- SEC CIK
- 0002055532
- Latest filing
- May 4, 2026
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Coordinated Financial Services, 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 Q1 2026 holdings
- Shares (Q1 2026)
- 19,100
- Value
- $303.3K
- % of portfolio
- 0.2%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 19,100 | $303.3K | 0.2% | +1,500+8.5% | Added | Holders |
| Q4 2025 | 17,600 | $460.8K | 0.3% | −1,775−9.2% | Reduced | Holders |
| Q3 2025 | 19,375 | $511.9K | 0.3% | −3,925−16.8% | Reduced | Holders |
| Q2 2025 | 23,300 | $424.3K | 0.3% | – | No prior filing | Holders |
| Q1 2025 | – | – | – | – | Not filed | Holders |
| Q4 2024 | 25,100 | $386.5K | 0.3% | – | No prior filing | Holders |