Bosman Wealth Management, LLC / SOFI
Bosman Wealth Management, LLC’s Sofi Technologies Inc Position
Does Bosman Wealth Management, LLC own Sofi Technologies Inc (SOFI)? Not currently — the last reported position was 136.2K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2025
Shares
136.2K
% of Portfolio
+2.93%
Quarters Held
1
position exited
Position History SOFI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 136.2K | $4M | +2.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bosman Wealth Management, LLC’s full portfolio or all institutional holders of SOFI.