Summit Trail Advisors, LLC's ownership history for SOFI

Summit Trail Advisors, LLC currently holds 420.6K shares with a market value of $6.7M. It started holding SOFI on 2024-09-30. At its peak, it held 420.6K shares on 2026-03-31. Its highest holding value was $7.9M on 2025-12-31. At its lowest, it held 257.5K shares on 2025-06-30, with a value of $2.2M on 2024-09-30. In the recent 180 days, Summit Trail Advisors, LLC has increased its shares by 129.8K. In the recent year, Summit Trail Advisors, LLC has increased its shares by 154.7K.