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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on SOFI, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 17,308 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,308 shares
    Change vs previous 13F +970 shares

    0.01% of the 13F portfolio, value $310,331.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 15,798 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,510 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,338 shares
    Change vs previous 13F -1,425 shares

    0.01% of the 13F portfolio, value $259,447.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 15,398 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 940 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,763 shares
    Change vs previous 13F -497 shares

    0.01% of the 13F portfolio, value $465,036.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 14,883 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,880 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,260 shares
    Change vs previous 13F -4,343 shares

    0.01% of the 13F portfolio, value $482,429.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 15,883 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,377 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,603 shares
    Change vs previous 13F +57 shares

    0.01% of the 13F portfolio, value $411,601.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 22,004 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 599 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,546 shares
    Change vs previous 13F +569 shares

    0.01% of the 13F portfolio, value $262,210.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 21,960 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 586 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,977 shares
    Change vs previous 13F +1,894 shares

    0.01% of the 13F portfolio, value $338,446.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 21,977 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,083 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $157,852.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).