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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
Q1 		$47.6K Buy
3,000
+2,200
+275% +$46.4K ﹤0.01% 502
2025
Q4 		$20.9K Buy
+800
New +$22.3K ﹤0.01% 503
2025
Q3 		– Sell
-5,000
Closed -$91K – 514
2025
Q2 		$91K Buy
5,000
+3,000
+150% +$39.6K 0.01% 464
2025
Q1 		$23.3K Buy
+2,000
New +$28.8K ﹤0.01% 429
2023
Q2 		– Sell
-3,000
Closed -$18.2K – 392
2023
Q1 		$18.2K Buy
+3,000
New +$18.2K ﹤0.01% 360

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Perennial Investment Advisors's SOFI Position: Q1 2026 in Review

Perennial Investment Advisors increased its SoFi Technologies (SOFI) stake by 7.8% in Q1 2026, buying an estimated $162K and bringing the position to 105,739 shares worth $1.68M. The position accounts for 0.13% of the portfolio, ranked #130.

Perennial Investment Advisors first reported a position in SOFI in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.95M in Q3 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Perennial Investment Advisors held 105,739 shares of SoFi Technologies worth $1.68M as of Q1 2026.
  • Perennial Investment Advisors bought 7,685 SoFi Technologies shares in Q1 2026, an estimated $162K.
  • SoFi Technologies made up 0.13% of Perennial Investment Advisors's portfolio in Q1 2026, its #130 holding.
  • Perennial Investment Advisors first reported a position in SoFi Technologies in Q2 2022 and has held it in 16 quarters since.
  • Perennial Investment Advisors's SoFi Technologies position peaked at $2.95M in Q3 2025.
  • 922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.