Superior Planning, LLC’s SoFi Technologies SOFI Stock Holding History

Superior Planning, LLC’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.93K	Buy	+123	New	+$2.17K	﹤0.01%	1570

Other funds holding SOFI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's SOFI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in SoFi Technologies (SOFI) in Q3 2026: 123 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings.

647 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Superior Planning, LLC held 123 shares of SoFi Technologies worth $1.93K as of Q3 2026.
SoFi Technologies was a new Superior Planning, LLC position in Q3 2026.
SoFi Technologies made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1570 holding.
647 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.