Pathstone Holdings
SOFI icon

Pathstone Holdings’s SoFi Technologies SOFI Stock Holding History

Pathstone Holdings’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 		$1.57M Sell
87,529
-1,541
-2% -$26.1K ﹤0.01% 1258
2026
Q1 		$1.41M Sell
89,070
-24,038
-21% -$507K 0.01% 1228
2025
Q4 		$2.96M Sell
113,108
-8,580
-7% -$239K 0.01% 825
2025
Q3 		$3.21M Sell
121,688
-10,217
-8% -$242K 0.01% 761
2025
Q2 		$2.4M Sell
131,905
-51,285
-28% -$676K 0.01% 892
2025
Q1 		$2.1M Sell
183,190
-689
-0.4% -$9.93K 0.01% 962
2024
Q4 		$2.85M Sell
183,879
-8,178
-4% -$106K 0.01% 793
2024
Q3 		$1.51M Buy
192,057
+22,426
+13% +$163K 0.01% 1146
2024
Q2 		$1.12M Buy
169,631
+799
+0.5% +$5.63K 0.01% 1260
2024
Q1 		$1.23M Buy
168,832
+46,823
+38% +$372K 0.01% 1154
2023
Q4 		$1.16M Buy
+122,009
New +$970K 0.01% 993

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

Pathstone Holdings's SOFI Position: Q2 2026 in Review

Pathstone Holdings reduced its SoFi Technologies (SOFI) stake by 1.7% in Q2 2026, selling an estimated $26.1K and leaving 87,529 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Pathstone Holdings first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.21M in Q3 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Pathstone Holdings held 87,529 shares of SoFi Technologies worth $1.57M as of Q2 2026.
  • Pathstone Holdings sold 1,541 SoFi Technologies shares in Q2 2026, an estimated $26.1K.
  • SoFi Technologies made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1258 holding.
  • Pathstone Holdings first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's SoFi Technologies position peaked at $3.21M in Q3 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.