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Center for Financial Planning’s SoFi Technologies SOFI Stock Holding History

Center for 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 		$16.6K Hold
925
– – ﹤0.01% 446
2026
Q1 		$14.7K Hold
925
– – ﹤0.01% 450
2025
Q4 		$24.2K Buy
925
+825
+825% +$23K ﹤0.01% 393
2025
Q3 		$2.64K Hold
100
– – ﹤0.01% 579
2025
Q2 		$1.82K Hold
100
– – ﹤0.01% 566
2025
Q1 		$1.16K Hold
100
– – ﹤0.01% 631
2024
Q4 		$1.54K Hold
100
– – ﹤0.01% 561
2024
Q3 		$786 Buy
+100
New +$727 ﹤0.01% 528

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 $3.38T AUM 44.17% 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

Center for Financial Planning's SOFI Position: Q2 2026 in Review

Center for Financial Planning held its SoFi Technologies (SOFI) position steady in Q2 2026 at 925 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Center for Financial Planning first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.2K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Center for Financial Planning held 925 shares of SoFi Technologies worth $16.6K as of Q2 2026.
  • Center for Financial Planning left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #446 holding.
  • Center for Financial Planning first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • Center for Financial Planning's SoFi Technologies position peaked at $24.2K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.