Smith, Salley & Associates

SEC CIK: 0001482012
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Smith, Salley & Associates, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2025

Holdings of SOFI by Smith, Salley & Associates, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−8,000−100.0%	Sold out	Holders
Q4 2025	8,000	$209.4K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	8,000	$211.4K	<0.1%	+8,000	New	Holders