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Action Point Financial Planning’s SoFi Technologies SOFI Stock Holding History

Action Point Financial Planning’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
Q2 		$68.7K Buy
+3,780
New +$64K 0.01% 717

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Action Point Financial Planning's SOFI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SoFi Technologies (SOFI) in Q2 2026: 3,780 shares worth $68.7K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings.

914 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Action Point Financial Planning held 3,780 shares of SoFi Technologies worth $68.7K as of Q2 2026.
  • SoFi Technologies was a new Action Point Financial Planning position in Q2 2026.
  • SoFi Technologies made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #717 holding.
  • 914 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.