SOFI β€” SOFI TECHNOLOGIES INC

Ownership history in Frazier Financial Advisors, LLC  Β·  7 quarters on record

AI Ownership Summary

Frazier Financial Advisors, LLC reported SOFI TECHNOLOGIES INC (SOFI) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows SOFI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Frazier Financial Advisors, LLC's position in SOFI TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SOFI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Frazier Financial Advisors, LLC held SOFI β€” position size vs. price
% of Fund (quarterly)    SOFI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 16 -11 -40.7% 0.00% $423 2025-10-31 $29.68
2025 Q2 UNCHANGED 27 β€” 0% 0.00% $492 2025-07-28 $21.02
2025 Q1 REDUCED 27 -30 -52.6% 0.00% $315 2025-05-09 $13.18
2024 Q4 ADDED 57 +30 +111.1% 0.00% $891 2025-02-12 $14.77
2024 Q3 UNCHANGED 27 β€” 0% 0.00% $213 2024-11-06 $11.81
2024 Q2 UNCHANGED 27 β€” 0% 0.00% $179 2024-08-12 $6.48
2024 Q1 INITIATED 27 β€” β€” 0.00% $198 2024-05-13 $7.11

FAQ About Frazier Financial Advisors, LLC and SOFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Frazier Financial Advisors, LLC reported owning SOFI?

Frazier Financial Advisors, LLC reported SOFI across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SOFI position in Frazier Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for SOFI was 0.00% in 2024 Q4.

What is the latest reported SOFI position on this page?

The most recent filing on this page is 2025 Q3, when Frazier Financial Advisors, LLC reported 16 shares, equal to 0.00% of portfolio, with an estimated market value of $423.

What does the chart on this SOFI ownership page compare?

The chart compares Frazier Financial Advisors, LLC's quarterly SOFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Frazier Financial Advisors, LLC Holdings