BPI
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BFC Planning, Inc.’s SoFi Technologies SOFI Stock Holding History

BFC Planning, 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 		$337K Buy
18,822
+6,449
+52% +$109K 0.01% 752
2026
Q1 		$196K Sell
12,373
-3,223
-21% -$67.9K 0.01% 882
2025
Q4 		$408K Buy
15,596
+2,279
+17% +$63.5K 0.02% 612
2025
Q3 		$352K Buy
13,317
+7,748
+139% +$184K 0.03% 480
2025
Q2 		$101K Buy
5,569
+1,749
+46% +$23.1K 0.01% 881
2025
Q1 		$44.4K Buy
3,820
+1,552
+68% +$22.4K ﹤0.01% 1153
2024
Q4 		$34.9K Buy
+2,268
New +$29.5K ﹤0.01% 1252

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 $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

BFC Planning, Inc.'s SOFI Position: Q2 2026 in Review

BFC Planning, Inc. increased its SoFi Technologies (SOFI) stake by 52% in Q2 2026, buying an estimated $109K and bringing the position to 18,822 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #752.

BFC Planning, Inc. first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $408K in Q4 2025. 931 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • BFC Planning, Inc. held 18,822 shares of SoFi Technologies worth $337K as of Q2 2026.
  • BFC Planning, Inc. bought 6,449 SoFi Technologies shares in Q2 2026, an estimated $109K.
  • SoFi Technologies made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #752 holding.
  • BFC Planning, Inc. first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s SoFi Technologies position peaked at $408K in Q4 2025.
  • 931 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.