Elevation Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Elevation Wealth Partners’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.13K	Buy	263 +63	+32%	+$1.11K	﹤0.01%	1137
2026 Q2	$3.59K	Hold	200	–	–	﹤0.01%	1095
2026 Q1	$3.18K	Buy	200 +29	+17%	+$611	﹤0.01%	818
2025 Q4	$4.48K	Buy	+171	New	+$4.76K	﹤0.01%	655
2024 Q1	–	Sell	-3,000	Closed	-$24K	–	502
2023 Q4	$24K	Hold	3,000	–	–	0.01%	268
2023 Q3	$24K	Hold	3,000	–	–	0.02%	200
2023 Q2	$25K	Hold	3,000	–	–	0.02%	200
2023 Q1	$18.2K	Buy	+3,000	New	+$18.2K	0.02%	227

Other funds holding SOFI

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's SOFI Position: Q3 2026 in Review

Elevation Wealth Partners increased its SoFi Technologies (SOFI) stake by 32% in Q3 2026, buying an estimated $1.11K and bringing the position to 263 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Elevation Wealth Partners first reported a position in SOFI in Q1 2023 and has held it in 8 quarters since. The position peaked at $25K in Q2 2023. 30 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Elevation Wealth Partners held 263 shares of SoFi Technologies worth $4.13K as of Q3 2026.
Elevation Wealth Partners bought 63 SoFi Technologies shares in Q3 2026, an estimated $1.11K.
SoFi Technologies made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1137 holding.
Elevation Wealth Partners first reported a position in SoFi Technologies in Q1 2023 and has held it in 8 quarters since.
Elevation Wealth Partners's SoFi Technologies position peaked at $25K in Q2 2023.
30 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.