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Panoramic Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Panoramic Investment 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 		– Sell
-10,450
Closed -$166K – 145
2026
Q1 		$166K Hold
10,450
– – 0.09% 128
2025
Q4 		$274K Hold
10,450
– – 0.15% 103
2025
Q3 		$276K Sell
10,450
-200
-2% -$4.75K 0.16% 99
2025
Q2 		$194K Hold
10,650
– – 0.12% 118
2025
Q1 		$124K Hold
10,650
– – 0.08% 115
2024
Q4 		$164K Hold
10,650
– – 0.11% 117
2024
Q3 		$83.7K Buy
+10,650
New +$77.4K 0.06% 118
2024
Q1 		$168K Hold
23,000
– – 0.12% 112
2023
Q4 		$229K Buy
23,000
+7,500
+48% +$59.6K 0.2% 96
2023
Q3 		$124K Buy
+15,500
New +$136K 0.11% 98

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

Panoramic Investment Advisors's SOFI Position: Q2 2026 in Review

Panoramic Investment Advisors sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 10,450 shares — an estimated $166K sold.

Panoramic Investment Advisors first reported a position in SOFI in Q3 2023 and held it in 10 quarters. The position peaked at $276K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Panoramic Investment Advisors reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Panoramic Investment Advisors sold 10,450 SoFi Technologies shares in Q2 2026, an estimated $166K.
  • Panoramic Investment Advisors first reported a position in SoFi Technologies in Q3 2023 and held it in 10 quarters.
  • Panoramic Investment Advisors's SoFi Technologies position peaked at $276K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.