Williamson Legacy Group, LLC / SOFI
Williamson Legacy Group, LLC’s Sofi Technologies Inc Position
Does Williamson Legacy Group, LLC own Sofi Technologies Inc (SOFI)? Not currently — the last reported position was 84.7K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2025
Shares
84.7K
% of Portfolio
+1.73%
Quarters Held
2
position exited
Position History SOFI
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Williamson Legacy Group, LLC’s full portfolio or all institutional holders of SOFI.