Back to SOFI
Xcel Wealth Management, LLC → SOFI
Xcel Wealth Management, LLC SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
5
Latest value
$4.3M
Q3 2026
Peak value
$4.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q4 2025 | $1.8M |
| Q1 2026 | $2.5M |
| Q2 2026 | $4.8M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 271.4K | — | — |
| Q2 2026 | $4.8M | 269.7K | — | — |
| Q1 2026 | $2.5M | 159.0K | — | — |
| Q4 2025 | $1.8M | 69.9K | — | — |
| Q3 2025 | $1.9M | 70.9K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M