SEC 13F Intelligence

Miller Financial Services LLC / SOFI

Miller Financial Services LLC’s Sofi Technologies Inc Position

Does Miller Financial Services LLC own Sofi Technologies Inc (SOFI)? Yes — 113.7K shares worth $2M (+1.98% of its 13F portfolio) as of Q1 2026, up from 104.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
113.7K
% of Portfolio
+1.98%
Quarters Held
6
currently held

Position History SOFI

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026113.7K$2M+1.98%
Q4 2025104.6K$3M+3.21%
Q3 2025108.6K$3M+3.32%
Q2 2025128.1K$2M+2.97%
Q1 2025117.9K$1M+1.97%
Q4 2024117.5K$2M+1.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Miller Financial Services LLC’s full portfolio or all institutional holders of SOFI.