Level Four Advisory Services’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
Level Four Advisory Services's SOFI Position: Q2 2026 in Review
Level Four Advisory Services increased its SoFi Technologies (SOFI) stake by 3.7% in Q2 2026, buying an estimated $27.8K and bringing the position to 45,937 shares worth $824K. The position accounts for 0.02% of the portfolio, ranked #483.
Level Four Advisory Services first reported a position in SOFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.
- Level Four Advisory Services held 45,937 shares of SoFi Technologies worth $824K as of Q2 2026.
- Level Four Advisory Services bought 1,640 SoFi Technologies shares in Q2 2026, an estimated $27.8K.
- SoFi Technologies made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #483 holding.
- Level Four Advisory Services first reported a position in SoFi Technologies in Q2 2023 and has held it in 13 quarters since.
- Level Four Advisory Services's SoFi Technologies position peaked at $1.03M in Q4 2025.
- 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.