Lakeshore Financial Planning’s SoFi Technologies SOFI Stock Holding History

Lakeshore Financial Planning’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	$1.41M	Sell	78,427 -13,850	-15%	-$235K	0.45%	23
2026 Q1	$1.47M	Buy	92,277 +50,812	+123%	+$1.07M	0.53%	22
2025 Q4	$1.09M	Buy	41,465 +8,900	+27%	+$248K	0.39%	23
2025 Q3	$860K	Sell	32,565 -3,950	-11%	-$93.7K	0.32%	26
2025 Q2	$665K	Sell	36,515 -17,200	-32%	-$227K	0.27%	30
2025 Q1	$625K	Sell	53,715 -16,000	-23%	-$231K	0.26%	28
2024 Q4	$1.07M	Sell	69,715 -23,098	-25%	-$300K	0.46%	21
2024 Q3	$730K	Buy	92,813 +5,000	+6%	+$36.3K	0.32%	23
2024 Q2	$580K	Buy	87,813 +4,507	+5%	+$31.8K	0.28%	24
2024 Q1	$608K	Buy	+83,306	New	+$662K	0.31%	23

Other funds holding SOFI

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Lakeshore Financial Planning's SOFI Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its SoFi Technologies (SOFI) stake by 15% in Q2 2026, selling an estimated $235K and leaving 78,427 shares worth $1.41M. The position accounts for 0.45% of the portfolio, ranked #23.

Lakeshore Financial Planning first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.47M in Q1 2026. 373 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Lakeshore Financial Planning held 78,427 shares of SoFi Technologies worth $1.41M as of Q2 2026.
Lakeshore Financial Planning sold 13,850 SoFi Technologies shares in Q2 2026, an estimated $235K.
SoFi Technologies made up 0.45% of Lakeshore Financial Planning's portfolio in Q2 2026, its #23 holding.
Lakeshore Financial Planning first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
Lakeshore Financial Planning's SoFi Technologies position peaked at $1.47M in Q1 2026.
373 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.