Axim Planning & Wealth’s SoFi Technologies SOFI Stock Holding History

Axim Planning & Wealth’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	$231K	Buy	12,859 +1,359	+12%	+$23K	0.32%	75
2026 Q1	$183K	Hold	11,500	–	–	0.22%	81
2025 Q4	$301K	Sell	11,500 -1,429	-11%	-$39.8K	0.32%	51
2025 Q3	$342K	Sell	12,929 -2,721	-17%	-$64.6K	0.27%	46
2025 Q2	$285K	Buy	15,650 +1,000	+7%	+$13.2K	0.26%	36
2025 Q1	$170K	Sell	14,650 -4,662	-24%	-$67.2K	0.15%	41
2024 Q4	$297K	Sell	19,312 -13,606	-41%	-$177K	0.32%	18
2024 Q3	$259K	Sell	32,918 -3,840	-10%	-$27.9K	0.29%	21
2024 Q2	$243K	Buy	36,758 +8,758	+31%	+$61.8K	0.29%	21
2024 Q1	$204K	Buy	28,000 +6,000	+27%	+$47.7K	0.17%	21
2023 Q4	$219K	Buy	22,000 +2,900	+15%	+$23.1K	0.2%	26
2023 Q3	$153K	Buy	+19,100	New	+$168K	0.13%	27

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Axim Planning & Wealth's SOFI Position: Q2 2026 in Review

Axim Planning & Wealth increased its SoFi Technologies (SOFI) stake by 12% in Q2 2026, buying an estimated $23K and bringing the position to 12,859 shares worth $231K. The position accounts for 0.32% of the portfolio, ranked #75.

Axim Planning & Wealth first reported a position in SOFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $342K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Axim Planning & Wealth held 12,859 shares of SoFi Technologies worth $231K as of Q2 2026.
Axim Planning & Wealth bought 1,359 SoFi Technologies shares in Q2 2026, an estimated $23K.
SoFi Technologies made up 0.32% of Axim Planning & Wealth's portfolio in Q2 2026, its #75 holding.
Axim Planning & Wealth first reported a position in SoFi Technologies in Q3 2023 and has held it in 12 quarters since.
Axim Planning & Wealth's SoFi Technologies position peaked at $342K in Q3 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.