Back to SOFI
COMMONWEALTH EQUITY SERVICES, LLC → SOFI
COMMONWEALTH EQUITY SERVICES, LLC SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
4
Latest value
$9.4M
Q3 2026
Peak value
$12M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12M |
| Q1 2026 | $8.1M |
| Q2 2026 | $9.5M |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 596.7K | — | — |
| Q2 2026 | $9.5M | 531.2K | — | — |
| Q1 2026 | $8.1M | 511.6K | — | — |
| Q4 2025 | $12M | 457.8K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M