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DiNuzzo Private Wealth’s SoFi Technologies SOFI Stock Holding History

DiNuzzo Private 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 		$3.07K Hold
171
– – ﹤0.01% 533
2026
Q1 		$2.72K Sell
171
-2
-1% -$42 ﹤0.01% 542
2025
Q4 		$4.53K Hold
173
– – ﹤0.01% 405
2025
Q3 		$4.42K Hold
173
– – ﹤0.01% 399
2025
Q2 		$3.15K Sell
173
-16
-8% -$211 ﹤0.01% 474
2025
Q1 		$2.2K Buy
189
+50
+36% +$721 ﹤0.01% 561
2024
Q4 		$2.14K Buy
139
+35
+34% +$455 ﹤0.01% 582
2024
Q3 		$818 Buy
104
+58
+126% +$422 ﹤0.01% 938
2024
Q2 		$305 Buy
+46
New +$324 ﹤0.01% 1184

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

DiNuzzo Private Wealth's SOFI Position: Q2 2026 in Review

DiNuzzo Private Wealth held its SoFi Technologies (SOFI) position steady in Q2 2026 at 171 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

DiNuzzo Private Wealth first reported a position in SOFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.53K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • DiNuzzo Private Wealth held 171 shares of SoFi Technologies worth $3.07K as of Q2 2026.
  • DiNuzzo Private Wealth left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #533 holding.
  • DiNuzzo Private Wealth first reported a position in SoFi Technologies in Q2 2024 and has held it in 9 quarters since.
  • DiNuzzo Private Wealth's SoFi Technologies position peaked at $4.53K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.