Financial Perspectives’s SoFi Technologies SOFI Stock Holding History

Financial Perspectives’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	$12.2K	Hold	775	–	–	﹤0.01%	531
2026 Q2	$13.9K	Hold	775	–	–	﹤0.01%	508
2026 Q1	$12.3K	Hold	775	–	–	﹤0.01%	509
2025 Q4	$20.3K	Hold	775	–	–	0.01%	433
2025 Q3	$20.5K	Hold	775	–	–	0.01%	422
2025 Q2	$14.1K	Buy	775 +650	+520%	+$8.57K	﹤0.01%	466
2025 Q1	$1.45K	Hold	125	–	–	﹤0.01%	647
2024 Q4	$1.92K	Hold	125	–	–	﹤0.01%	628
2024 Q3	$983	Hold	125	–	–	﹤0.01%	619
2024 Q2	$826	Hold	125	–	–	﹤0.01%	622
2024 Q1	$913	Hold	125	–	–	﹤0.01%	609
2023 Q4	$1.24K	Hold	125	–	–	﹤0.01%	617
2023 Q3	$999	Hold	125	–	–	﹤0.01%	633
2023 Q2	$1.04K	Hold	125	–	–	﹤0.01%	617
2023 Q1	$759	Buy	+125	New	+$758	﹤0.01%	631

Other funds holding SOFI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Financial Perspectives's SOFI Position: Q3 2026 in Review

Financial Perspectives held its SoFi Technologies (SOFI) position steady in Q3 2026 at 775 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Financial Perspectives first reported a position in SOFI in Q1 2023 and has held it in 15 quarters since. The position peaked at $20.5K in Q3 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Financial Perspectives held 775 shares of SoFi Technologies worth $12.2K as of Q3 2026.
Financial Perspectives left its SoFi Technologies share count unchanged in Q3 2026.
SoFi Technologies made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #531 holding.
Financial Perspectives first reported a position in SoFi Technologies in Q1 2023 and has held it in 15 quarters since.
Financial Perspectives's SoFi Technologies position peaked at $20.5K in Q3 2025.
555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.