Summit Trail Advisors, LLC's ownership history for SOFI

Summit Trail Advisors, LLC currently holds 290.9K shares with a market value of $7.7M. It started holding SOFI on 2024-09-30. At its peak, it held 290.9K shares on 2025-09-30. Its highest holding value was $7.7M on 2025-09-30. 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 24.9K. In the recent year, Summit Trail Advisors, LLC has increased its shares by 10.4K.