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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Arkadios Wealth Advisors, 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 (Q2 2026)
113,587
Value
$2.04M
% of portfolio
<0.1%
Quarters held
20
Since Q2 2021
Holdings of SOFI by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026113,587$2.04M<0.1%+40,217+54.8%AddedHolders
Q1 202673,370$1.17M<0.1%+10,587+16.9%AddedHolders
Q4 202562,783$1.64M<0.1%+1,741+2.9%AddedHolders
Q3 202561,042$1.61M<0.1%−3,481−5.4%ReducedHolders
Q2 202564,523$1.17M<0.1%+1,119+1.8%AddedHolders
Q1 202563,404$737.4K<0.1%+1,092+1.8%AddedHolders
Q4 202462,312$959.6K0.1%+1,781+2.9%AddedHolders
Q3 202460,531$475.8K<0.1%+6,305+11.6%AddedHolders
Q2 202454,226$358.4K<0.1%+4,579+9.2%AddedHolders
Q1 202449,647$362.4K<0.1%+1,106+2.3%AddedHolders
Q4 202348,541$483.0K<0.1%+185+0.4%AddedHolders
Q3 202348,356$386.4K<0.1%+3,525+7.9%AddedHolders
Q2 202344,831$373.9K<0.1%−1,028−2.2%ReducedHolders
Q1 202345,859$278.4K<0.1%+12,907+39.2%AddedHolders
Q4 202232,952$151.9K<0.1%−11,000−25.0%ReducedHolders
Q3 202243,952$214.0K<0.1%+12,623+40.3%AddedHolders
Q2 202231,329$165.0K<0.1%+23,658+308.4%AddedHolders
Q1 20227,671$72.0K<0.1%+7,671NewHolders
Q4 20210$00.0%−454−100.0%Sold outHolders
Q3 2021454$7.00K<0.1%+204+81.6%AddedHolders
Q2 2021250$4.00K<0.1%+250NewHolders