Back to SOFI
Cambridge Investment Research Advisors, Inc. → SOFI
Cambridge Investment Research Advisors, Inc. SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
6
Latest value
$4.9M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.2M |
| Q4 2025 | $6.2M |
| Q1 2026 | $3.9M |
| Q2 2026 | $5M |
| Q2 2026 | $5M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 310.3K | — | — |
| Q2 2026 | $5M | 276.2K | — | — |
| Q2 2026 | $5M | 276.2K | — | — |
| Q1 2026 | $3.9M | 243.1K | — | — |
| Q4 2025 | $6.2M | 237.0K | — | — |
| Q3 2025 | $6.2M | 236.4K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M