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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s SoFi Technologies SOFI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$244K Buy
13,606
+123
+0.9% +$2.08K 0.07% 159
2026
Q1 		$214K Buy
+13,483
New +$284K 0.06% 162

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SOFI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its SoFi Technologies (SOFI) stake by 0.91% in Q2 2026, buying an estimated $2.08K and bringing the position to 13,606 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #159.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 13,606 shares of SoFi Technologies worth $244K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 123 SoFi Technologies shares in Q2 2026, an estimated $2.08K.
  • SoFi Technologies made up 0.07% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #159 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.