Level Four Advisory Services’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
VCM
VPM
Level Four Advisory Services's SOFI Position: Q1 2026 in Review
Level Four Advisory Services increased its SoFi Technologies (SOFI) stake by 13% in Q1 2026, buying an estimated $104K and bringing the position to 44,297 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #500.
Level Four Advisory Services first reported a position in SOFI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.
- Level Four Advisory Services held 44,297 shares of SoFi Technologies worth $703K as of Q1 2026.
- Level Four Advisory Services bought 4,941 SoFi Technologies shares in Q1 2026, an estimated $104K.
- SoFi Technologies made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #500 holding.
- Level Four Advisory Services first reported a position in SoFi Technologies in Q2 2023 and has held it in 12 quarters since.
- Level Four Advisory Services's SoFi Technologies position peaked at $1.03M in Q4 2025.
- 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.