Betterment LLC

SEC CIK: 0001633901
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Betterment LLC, 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 (Q2 2026): 14,556
Value: $261.0K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of SOFI by Betterment LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,556	$261.0K	<0.1%	+4,479+44.4%	Added	Holders
Q1 2026	10,077	$160.0K	<0.1%	+10,077	New	Holders