Comprehensive Financial Planning’s SoFi Technologies SOFI Stock Holding History

Comprehensive 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	$17.9K	Hold	1,000	–	–	0.01%	249
2026 Q1	$15.9K	Hold	1,000	–	–	0.01%	232
2025 Q4	$26.2K	Hold	1,000	–	–	0.02%	195
2025 Q3	$26.4K	Hold	1,000	–	–	0.02%	196
2025 Q2	$18.2K	Hold	1,000	–	–	0.01%	202
2025 Q1	$11.6K	Hold	1,000	–	–	0.01%	206
2024 Q4	$15.4K	Buy	+1,000	New	+$13K	0.01%	218

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 $3.38T AUM 44.17% 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

Comprehensive Financial Planning's SOFI Position: Q2 2026 in Review

Comprehensive Financial Planning held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,000 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #249.

Comprehensive Financial Planning first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.4K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Comprehensive Financial Planning held 1,000 shares of SoFi Technologies worth $17.9K as of Q2 2026.
Comprehensive Financial Planning left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #249 holding.
Comprehensive Financial Planning first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's SoFi Technologies position peaked at $26.4K in Q3 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.