Cornerstone Planning Group
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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
Q3 		– Sell
-2,010
Closed -$34.3K – 1455
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

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Cornerstone Planning Group's SOFI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of SoFi Technologies (SOFI) in Q3 2026, closing a stake of 2,010 shares — an estimated $34.3K sold.

Cornerstone Planning Group first reported a position in SOFI in Q4 2022 and held it in 14 quarters. The position peaked at $34.3K in Q2 2026. 220 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining SoFi Technologies position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2,010 SoFi Technologies shares in Q3 2026, an estimated $34.3K.
  • Cornerstone Planning Group first reported a position in SoFi Technologies in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's SoFi Technologies position peaked at $34.3K in Q2 2026.
  • 220 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.