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RFG Advisory, LLC SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
5
Latest value
$3.7M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.7M |
| Q4 2025 | $4.7M |
| Q1 2026 | $3.1M |
| Q2 2026 | $4M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 237.8K | — | — |
| Q2 2026 | $4M | 224.9K | — | — |
| Q1 2026 | $3.1M | 195.8K | — | — |
| Q4 2025 | $4.7M | 179.9K | — | — |
| Q3 2025 | $4.7M | 178.8K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M