Evolution Wealth Management Inc.

SEC CIK: 0002010029
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Evolution Wealth Management Inc., 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): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of SOFI by Evolution Wealth Management Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−4,240−100.0%	Sold out	Holders
Q1 2026	4,240	$67.3K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	4,240	$111.0K	0.1%	00.0%	Unchanged	Holders
Q3 2025	4,240	$112.0K	0.1%	+4,240	New	Holders