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Sierra Summit Advisors LLC

SEC CIK
0002012614
Latest filing
Jul 20, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Sierra Summit Advisors 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 (Q2 2026)
895,254
Value
$16.1M
% of portfolio
1.8%
Quarters held
2
Since Q1 2025
Holdings of SOFI by Sierra Summit Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026895,254$16.1M1.8%+895,254NewHolders
Q2 20250$00.0%−835,380−100.0%Sold outHolders
Q1 2025835,380$9.72M2.1%+835,380NewHolders