Back to SOFI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SOFI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$7.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.7M |
| Q4 2025 | $6.7M |
| Q1 2026 | $4.3M |
| Q2 2026 | $4.8M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 265.3K | — | — |
| Q2 2026 | $4.8M | 254.1K | — | — |
| Q1 2026 | $4.3M | 270.9K | — | — |
| Q4 2025 | $6.7M | 247.7K | — | — |
| Q3 2025 | $7.7M | 274.2K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M