Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −25,000−100.0% | Sold out | Holders |
| Q4 2024 | 25,000 | $385.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 25,000 | $196.5K | <0.1% | −10,849−30.3% | Reduced | Holders |
| Q2 2024 | 35,849 | $237.0K | <0.1% | +25,000+230.4% | Added | Holders |
| Q1 2024 | 10,849 | $79.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 10,849 | $107.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 10,849 | $86.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 10,849 | $90.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 10,849 | $65.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 10,849 | $50.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 10,849 | $53.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 10,849 | $57.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 10,849 | $103.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 10,849 | $172.0K | <0.1% | +10,849 | New | Holders |