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Game Plan Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Game Plan Financial Advisors’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 		$20.2K Buy
1,125
+100
+10% +$1.69K 0.01% 200
2026
Q1 		$16.3K Sell
1,025
-45
-4% -$949 0.01% 185
2025
Q4 		$28K Buy
1,070
+70
+7% +$1.95K 0.01% 161
2025
Q3 		$26.4K Sell
1,000
-4,200
-81% -$99.7K 0.01% 175
2025
Q2 		$94.7K Sell
5,200
-2,250
-30% -$29.7K 0.04% 119
2025
Q1 		$86.6K Sell
7,450
-750
-9% -$10.8K 0.04% 121
2024
Q4 		$128K Buy
8,200
+1,000
+14% +$13K 0.06% 103
2024
Q3 		$56.6K Hold
7,200
– – 0.03% 140
2024
Q2 		$47.6K Sell
7,200
-600
-8% -$4.23K 0.02% 149
2024
Q1 		$56.9K Sell
7,800
-150
-2% -$1.19K 0.03% 147
2023
Q4 		$79.1K Buy
+7,950
New +$63.2K 0.05% 132
2022
Q4 		$327K Buy
70,900
+26,900
+61% +$133K 0.27% 62
2022
Q3 		$215K Buy
44,000
+20,700
+89% +$131K 0.18% 67
2022
Q2 		$123K Buy
23,300
+1,900
+9% +$12.8K 0.1% 81
2022
Q1 		$202K Buy
+21,400
New +$246K 0.12% 85

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 $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Game Plan Financial Advisors's SOFI Position: Q2 2026 in Review

Game Plan Financial Advisors increased its SoFi Technologies (SOFI) stake by 9.8% in Q2 2026, buying an estimated $1.69K and bringing the position to 1,125 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #200.

Game Plan Financial Advisors first reported a position in SOFI in Q1 2022 and has held it in 15 quarters since. The position peaked at $327K in Q4 2022. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Game Plan Financial Advisors held 1,125 shares of SoFi Technologies worth $20.2K as of Q2 2026.
  • Game Plan Financial Advisors bought 100 SoFi Technologies shares in Q2 2026, an estimated $1.69K.
  • SoFi Technologies made up 0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #200 holding.
  • Game Plan Financial Advisors first reported a position in SoFi Technologies in Q1 2022 and has held it in 15 quarters since.
  • Game Plan Financial Advisors's SoFi Technologies position peaked at $327K in Q4 2022.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.