Park Avenue Securities’s SoFi Technologies SOFI Stock Holding History

Park Avenue Securities’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	$228K	Sell	12,719 -103	-0.8%	-$1.75K	﹤0.01%	1667
2026 Q1	$204K	Sell	12,822 -6,144	-32%	-$130K	﹤0.01%	1468
2025 Q4	$497K	Sell	18,966 -3,275	-15%	-$91.3K	﹤0.01%	1095
2025 Q3	$588K	Buy	22,241 +3,249	+17%	+$77.1K	﹤0.01%	1104
2025 Q2	$346K	Buy	18,992 +4,870	+34%	+$64.2K	﹤0.01%	1226
2025 Q1	$164K	Buy	14,122 +126	+0.9%	+$1.82K	﹤0.01%	1138
2024 Q4	$216K	Sell	13,996 -786	-5%	-$10.2K	﹤0.01%	1410
2024 Q3	$116K	Buy	14,782 +4,592	+45%	+$33.4K	﹤0.01%	1360
2024 Q2	$67K	Buy	+10,190	New	+$71.9K	﹤0.01%	1346

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

Park Avenue Securities's SOFI Position: Q2 2026 in Review

Park Avenue Securities reduced its SoFi Technologies (SOFI) stake by 0.8% in Q2 2026, selling an estimated $1.75K and leaving 12,719 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Park Avenue Securities first reported a position in SOFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $588K in Q3 2025. 342 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Park Avenue Securities held 12,719 shares of SoFi Technologies worth $228K as of Q2 2026.
Park Avenue Securities sold 103 SoFi Technologies shares in Q2 2026, an estimated $1.75K.
SoFi Technologies made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1667 holding.
Park Avenue Securities first reported a position in SoFi Technologies in Q2 2024 and has held it in 9 quarters since.
Park Avenue Securities's SoFi Technologies position peaked at $588K in Q3 2025.
342 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.