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 Q3	$2.63K	Sell	167 -4	-2%	-$70	﹤0.01%	574
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

DiNuzzo Private Wealth's SOFI Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its SoFi Technologies (SOFI) stake by 2.3% in Q3 2026, selling an estimated $70 and leaving 167 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

DiNuzzo Private Wealth first reported a position in SOFI in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.53K in Q4 2025. 292 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

DiNuzzo Private Wealth held 167 shares of SoFi Technologies worth $2.63K as of Q3 2026.
DiNuzzo Private Wealth sold 4 SoFi Technologies shares in Q3 2026, an estimated $70.
SoFi Technologies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #574 holding.
DiNuzzo Private Wealth first reported a position in SoFi Technologies in Q2 2024 and has held it in 10 quarters since.
DiNuzzo Private Wealth's SoFi Technologies position peaked at $4.53K in Q4 2025.
292 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.