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Cornerstone Planning Group’s SoFi Technologies SOFI Stock Holding History

Cornerstone Planning Group’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 		$34.3K Sell
2,010
-89
-4% -$1.51K ﹤0.01% 499
2026
Q1 		$33.6K Buy
2,099
+1,467
+232% +$30.9K ﹤0.01% 506
2025
Q4 		$15.5K Buy
632
+605
+2,241% +$16.9K ﹤0.01% 655
2025
Q3 		$1.87K Sell
27
-544
-95% -$12.9K ﹤0.01% 1174
2025
Q2 		$12.3K Buy
571
+72
+14% +$949 ﹤0.01% 513
2025
Q1 		$5.86K Buy
499
+27
+6% +$389 ﹤0.01% 693
2024
Q4 		$7.59K Sell
472
-2,578
-85% -$33.5K ﹤0.01% 488
2024
Q3 		$31.9K Buy
3,050
+2,814
+1,192% +$20.5K 0.01% 238
2024
Q2 		$1.54K Hold
236
– – ﹤0.01% 842
2024
Q1 		$1.64K Hold
236
– – ﹤0.01% 694
2023
Q4 		$2.35K Hold
236
– – ﹤0.01% 607
2023
Q3 		$1.89K Hold
236
– – ﹤0.01% 673
2023
Q2 		$1.97K Buy
+236
New +$1.54K ﹤0.01% 1159
2022
Q4 		$1.28K Buy
+236
New +$1.17K ﹤0.01% 1302

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

Cornerstone Planning Group's SOFI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its SoFi Technologies (SOFI) stake by 4.2% in Q2 2026, selling an estimated $1.51K and leaving 2,010 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Cornerstone Planning Group first reported a position in SOFI in Q4 2022 and has held it in 14 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cornerstone Planning Group held 2,010 shares of SoFi Technologies worth $34.3K as of Q2 2026.
  • Cornerstone Planning Group sold 89 SoFi Technologies shares in Q2 2026, an estimated $1.51K.
  • SoFi Technologies made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #499 holding.
  • Cornerstone Planning Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 14 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.