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Miller Financial Services LLC → SOFI
Miller Financial Services LLC SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
5
Latest value
$1.8M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.9M |
| Q4 2025 | $2.7M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 114.4K | — | — |
| Q2 2026 | $2M | 113.8K | — | — |
| Q1 2026 | $1.8M | 113.7K | — | — |
| Q4 2025 | $2.7M | 104.6K | — | — |
| Q3 2025 | $2.9M | 108.6K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M