Back to SOFI
Westbourne Investment Advisors, Inc. → SOFI
Westbourne Investment Advisors, Inc. SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
4
Latest value
$5.4M
Q3 2026
Peak value
$6.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.7M |
| Q1 2026 | $4.4M |
| Q2 2026 | $6M |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 340.4K | — | — |
| Q2 2026 | $6M | 332.1K | — | — |
| Q1 2026 | $4.4M | 279.5K | — | — |
| Q4 2025 | $6.7M | 257.7K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M