Pallas Capital Advisors’s SoFi Technologies SOFI Stock Holding History

Pallas Capital 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	$266K	Sell	14,846 -10,258	-41%	-$174K	0.01%	780
2026 Q1	$399K	Buy	25,104 +10,057	+67%	+$212K	0.02%	562
2025 Q4	$394K	Sell	15,047 -1,356	-8%	-$37.8K	0.01%	601
2025 Q3	$433K	Buy	16,403 +2,056	+14%	+$48.8K	0.02%	561
2025 Q2	$261K	Sell	14,347 -12,894	-47%	-$170K	0.01%	694
2025 Q1	$317K	Sell	27,241 -2,960	-10%	-$42.7K	0.01%	582
2024 Q4	$465K	Buy	30,201 +16,084	+114%	+$209K	0.02%	375
2024 Q3	$154K	Sell	14,117 -13,903	-50%	-$101K	0.01%	576
2024 Q2	$211K	Buy	+28,020	New	+$198K	0.01%	481

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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's SOFI Position: Q2 2026 in Review

Pallas Capital Advisors reduced its SoFi Technologies (SOFI) stake by 41% in Q2 2026, selling an estimated $174K and leaving 14,846 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #780.

Pallas Capital Advisors first reported a position in SOFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $465K in Q4 2024. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Pallas Capital Advisors held 14,846 shares of SoFi Technologies worth $266K as of Q2 2026.
Pallas Capital Advisors sold 10,258 SoFi Technologies shares in Q2 2026, an estimated $174K.
SoFi Technologies made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #780 holding.
Pallas Capital Advisors first reported a position in SoFi Technologies in Q2 2024 and has held it in 9 quarters since.
Pallas Capital Advisors's SoFi Technologies position peaked at $465K in Q4 2024.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.