PFA
SOFI icon

Pathway Financial Advisers’s SoFi Technologies SOFI Stock Holding History

Pathway Financial Advisers’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 		$887K Sell
49,491
-34
-0.1% -$576 0.22% 110
2026
Q1 		$786K Buy
49,525
+1,677
+4% +$35.4K 0.22% 106
2025
Q4 		$1.25M Buy
47,848
+299
+0.6% +$8.33K 0.36% 89
2025
Q3 		$1.26M Buy
47,549
+230
+0.5% +$5.46K 0.37% 83
2025
Q2 		$862K Buy
47,319
+537
+1% +$7.08K 0.28% 101
2025
Q1 		$544K Sell
46,782
-1,715
-4% -$24.7K 0.19% 119
2024
Q4 		$747K Sell
48,497
-1,632
-3% -$21.2K 0.25% 106
2024
Q3 		$394K Buy
50,129
+5,777
+13% +$42K 0.18% 97
2024
Q2 		$293K Buy
44,352
+1,096
+3% +$7.73K 0.11% 141
2024
Q1 		$316K Buy
43,256
+8,600
+25% +$68.3K 0.11% 139
2023
Q4 		$345K Buy
34,656
+3,043
+10% +$24.2K 0.13% 137
2023
Q3 		$253K Buy
+31,613
New +$278K 0.1% 148
2023
Q1 		$135K Buy
22,279
+3,887
+21% +$23.6K 0.05% 176
2022
Q4 		$84.8K Buy
+18,392
New +$91.2K 0.03% 206

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
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
SS
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Pathway Financial Advisers's SOFI Position: Q2 2026 in Review

Pathway Financial Advisers reduced its SoFi Technologies (SOFI) stake by 0.07% in Q2 2026, selling an estimated $576 and leaving 49,491 shares worth $887K. The position accounts for 0.22% of the portfolio, ranked #110.

Pathway Financial Advisers first reported a position in SOFI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.26M in Q3 2025. 373 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Pathway Financial Advisers held 49,491 shares of SoFi Technologies worth $887K as of Q2 2026.
  • Pathway Financial Advisers sold 34 SoFi Technologies shares in Q2 2026, an estimated $576.
  • SoFi Technologies made up 0.22% of Pathway Financial Advisers's portfolio in Q2 2026, its #110 holding.
  • Pathway Financial Advisers first reported a position in SoFi Technologies in Q4 2022 and has held it in 14 quarters since.
  • Pathway Financial Advisers's SoFi Technologies position peaked at $1.26M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.