Back to SOFI
DIVERSIFY WEALTH MANAGEMENT, LLC → SOFI
DIVERSIFY WEALTH MANAGEMENT, LLC SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
5
Latest value
$17.9M
Q3 2026
Peak value
$19.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $399K |
| Q4 2025 | $466K |
| Q1 2026 | $16.2M |
| 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 | $16.2M | 1.04M | — | — |
| Q4 2025 | $466K | 17.2K | — | — |
| Q3 2025 | $399K | 13.0K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M