PWMA
SOFI icon

Pension & Wealth Management Advisors’s SoFi Technologies SOFI Stock Holding History

Pension & Wealth Management 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 		$244K Buy
13,606
+123
+0.9% +$2.08K 0.07% 159
2026
Q1 		$214K Buy
+13,483
New +$284K 0.06% 162

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

Pension & Wealth Management Advisors's SOFI Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its SoFi Technologies (SOFI) stake by 0.91% in Q2 2026, buying an estimated $2.08K and bringing the position to 13,606 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #159.

Pension & Wealth Management Advisors first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 867 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Pension & Wealth Management Advisors held 13,606 shares of SoFi Technologies worth $244K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 123 SoFi Technologies shares in Q2 2026, an estimated $2.08K.
  • SoFi Technologies made up 0.07% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #159 holding.
  • Pension & Wealth Management Advisors first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
  • 867 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.