Thrive Wealth Management, LLC SOFI — SOFI TECHNOLOGIES INC

Ownership history in Thrive Wealth Management, LLC  ·  4 quarters on record

AI Ownership Summary

Thrive Wealth Management, LLC reported SOFI TECHNOLOGIES INC (SOFI) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows SOFI at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Thrive Wealth Management, LLC's position in SOFI TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SOFI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOFI stock page Thrive Wealth Management, LLC fund profile Thrive Wealth Management, LLC full holdings
How Thrive Wealth Management, LLC held SOFI — position size vs. price
% of Fund (quarterly)    SOFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 19,347 -1,963 -9.2% 0.04% $347K 2026-07-07 $17.75
2026 Q1 ADDED — — — 21,310 +1,818 +9.3% 0.05% $338K 2026-04-09 $16.27
2025 Q4 ADDED — — — 19,492 +535 +2.8% 0.07% $510K 2026-01-12 $26.60
2025 Q3 INITIATED — — — 18,957 — — 0.08% $501K 2025-10-07 $28.14

🏢 Other funds also holding SOFI

As of 2026 Q2 — sorted by position size

TTRF Capital Ltd 5.06% MFG WEALTH MANAGEMENT, INC. 2.45% Connective Portfolio Management, LLC 3Y 1.79% ANDERSON HOAGLAND & CO 3Y 7Y 0.52% Teamwork Financial Advisors, LLC 3Y 0.41% White Wing Wealth Management 0.13% Westmount Partners, LLC 0.07% Fermata Advisors, LLC 3Y 0.06% Mayflower Financial Advisors, LLC 3Y 0.04% PensionDanmark Pensionsforsikringsaktieselskab 0.02%

FAQ About Thrive Wealth Management, LLC and SOFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Thrive Wealth Management, LLC reported owning SOFI?

Thrive Wealth Management, LLC reported SOFI across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SOFI position in Thrive Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SOFI was 0.08% in 2025 Q3.

What is the latest reported SOFI position on this page?

The most recent filing on this page is 2026 Q2, when Thrive Wealth Management, LLC reported 19,347 shares, equal to 0.04% of portfolio, with an estimated market value of $347K.

What does the chart on this SOFI ownership page compare?

The chart compares Thrive Wealth Management, LLC's quarterly SOFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Thrive Wealth Management, LLC time their SOFI position?

Based on 13F filing dates vs. subsequent SOFI price moves, Thrive Wealth Management, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SOFI relative to SPY over the holding period was +2132.8%.

← Back to Thrive Wealth Management, LLC Holdings