Back to SOFI
Kestra Advisory Services, LLC → SOFI
Kestra Advisory Services, LLC SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
5
Latest value
$3.6M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q4 2025 | $5.4M |
| Q1 2026 | $3.4M |
| Q2 2026 | $3.9M |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 226.0K | — | — |
| Q2 2026 | $3.9M | 219.6K | — | — |
| Q1 2026 | $3.4M | 213.4K | — | — |
| Q4 2025 | $5.4M | 204.6K | — | — |
| Q3 2025 | $5.3M | 199.3K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M