Midwest Professional Planners Ltd (MPPL)’s SoFi Technologies SOFI Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	$1.21M	Sell	67,512 -153	-0.2%	-$2.59K	0.24%	98
2026 Q1	$1.07M	Sell	67,665 -10,437	-13%	-$220K	0.25%	97
2025 Q4	$2.04M	Buy	78,102 +1,995	+3%	+$55.6K	0.48%	66
2025 Q3	$2.01M	Buy	76,107 +12,836	+20%	+$305K	0.49%	67
2025 Q2	$1.15M	Buy	63,271 +1,494	+2%	+$19.7K	0.3%	82
2025 Q1	$718K	Buy	61,777 +7,499	+14%	+$108K	0.22%	106
2024 Q4	$836K	Buy	+54,278	New	+$705K	0.25%	101

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

Midwest Professional Planners Ltd (MPPL)'s SOFI Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) reduced its SoFi Technologies (SOFI) stake by 0.23% in Q2 2026, selling an estimated $2.59K and leaving 67,512 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #98.

Midwest Professional Planners Ltd (MPPL) first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 67,512 shares of SoFi Technologies worth $1.21M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) sold 153 SoFi Technologies shares in Q2 2026, an estimated $2.59K.
SoFi Technologies made up 0.24% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #98 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
Midwest Professional Planners Ltd (MPPL)'s SoFi Technologies position peaked at $2.04M in Q4 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.