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 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	$1.93K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Perspectives's SOFI Position: Q2 2026 in Review

Financial Perspectives held its SoFi Technologies (SOFI) position steady in Q2 2026 at 775 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Financial Perspectives first reported a position in SOFI in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.5K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Financial Perspectives held 775 shares of SoFi Technologies worth $13.9K as of Q2 2026.
Financial Perspectives left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #508 holding.
Financial Perspectives first reported a position in SoFi Technologies in Q1 2023 and has held it in 14 quarters since.
Financial Perspectives's SoFi Technologies position peaked at $20.5K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.