PIA
SOFI icon

Perennial Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Perennial 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 		$1.92M Buy
107,228
+1,489
+1% +$25.2K 0.13% 144
2026
Q1 		$1.68M Buy
105,739
+7,685
+8% +$162K 0.13% 130
2025
Q4 		$2.57M Sell
98,054
-13,428
-12% -$374K 0.2% 96
2025
Q3 		$2.95M Sell
111,482
-43
-0% -$1.02K 0.24% 83
2025
Q2 		$2.03M Buy
111,525
+10,808
+11% +$143K 0.2% 103
2025
Q1 		$1.17M Sell
100,717
-1,290
-1% -$18.6K 0.13% 141
2024
Q4 		$1.57M Buy
102,007
+9,103
+10% +$118K 0.19% 96
2024
Q3 		$730K Buy
92,904
+2,978
+3% +$21.6K 0.09% 173
2024
Q2 		$594K Buy
89,926
+7,866
+10% +$55.5K 0.08% 175
2024
Q1 		$599K Buy
82,060
+4,802
+6% +$38.1K 0.09% 171
2023
Q4 		$769K Sell
77,258
-1,887
-2% -$15K 0.13% 134
2023
Q3 		$632K Buy
79,145
+2,075
+3% +$18.2K 0.11% 145
2023
Q2 		$643K Sell
77,070
-11,260
-13% -$73.4K 0.11% 151
2023
Q1 		$536K Buy
88,330
+53,984
+157% +$327K 0.1% 165
2022
Q4 		$158K Buy
34,346
+7,175
+26% +$35.6K 0.06% 209
2022
Q3 		$133K Buy
27,171
+1,355
+5% +$8.57K 0.06% 196
2022
Q2 		$136K Buy
+25,816
New +$174K 0.05% 195

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

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

Perennial Investment Advisors increased its SoFi Technologies (SOFI) stake by 1.4% in Q2 2026, buying an estimated $25.2K and bringing the position to 107,228 shares worth $1.92M. The position accounts for 0.13% of the portfolio, ranked #144.

Perennial Investment Advisors first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.95M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Perennial Investment Advisors held 107,228 shares of SoFi Technologies worth $1.92M as of Q2 2026.
  • Perennial Investment Advisors bought 1,489 SoFi Technologies shares in Q2 2026, an estimated $25.2K.
  • SoFi Technologies made up 0.13% of Perennial Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • Perennial Investment Advisors first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • Perennial Investment Advisors's SoFi Technologies position peaked at $2.95M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.