Back to SOFI
Diversify Advisory Services, LLC → SOFI
Diversify Advisory Services, LLC SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
5
Latest value
$17.9M
Q3 2026
Peak value
$26.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $26.2M |
| Q4 2025 | $21.8M |
| Q1 2026 | $14M |
| Q2 2026 | $19.4M |
| Q3 2026 | $17.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.9M | 1.18M | — | — |
| Q2 2026 | $19.4M | 1.15M | — | — |
| Q1 2026 | $14M | 898.6K | — | — |
| Q4 2025 | $21.8M | 832.7K | — | — |
| Q3 2025 | $26.2M | 856.2K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M