Perigon Wealth Management
SOFI icon

Perigon Wealth Management’s SoFi Technologies SOFI Stock Holding History

Perigon Wealth Management’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
Q3 		$725K Buy
46,095
+4,491
+11% +$79.1K 0.01% 720
2026
Q2 		$746K Buy
41,604
+7,349
+21% +$125K 0.01% 701
2026
Q1 		$544K Sell
34,255
-2,885
-8% -$60.8K 0.01% 762
2025
Q4 		$972K Buy
37,140
+368
+1% +$10.3K 0.02% 561
2025
Q3 		$972K Sell
36,772
-2,518
-6% -$59.8K 0.02% 520
2025
Q2 		$715K Sell
39,290
-57
-0.1% -$752 0.02% 576
2025
Q1 		$458K Sell
39,347
-960
-2% -$13.8K 0.01% 663
2024
Q4 		$657K Buy
40,307
+2,047
+5% +$26.6K 0.02% 565
2024
Q3 		$301K Sell
38,260
-862
-2% -$6.26K 0.01% 794
2024
Q2 		$259K Sell
39,122
-3,074
-7% -$21.7K 0.01% 747
2024
Q1 		$308K Sell
42,196
-2,603
-6% -$20.7K 0.01% 675
2023
Q4 		$446K Sell
44,799
-1,213
-3% -$9.6K 0.01% 530
2023
Q3 		$368K Buy
46,012
+4,277
+10% +$37.6K 0.01% 524
2023
Q2 		$348K Sell
41,735
-100,640
-71% -$656K 0.01% 561
2023
Q1 		$864K Buy
142,375
+117,813
+480% +$714K 0.05% 299
2022
Q4 		$113K Buy
24,562
+2,864
+13% +$14.2K 0.01% 669
2022
Q3 		$106K Sell
21,698
-602
-3% -$3.81K 0.01% 556
2022
Q2 		$118K Buy
22,300
+3,000
+16% +$20.3K 0.01% 549
2022
Q1 		$182K Buy
19,300
+849
+5% +$9.8K 0.01% 582
2021
Q4 		$292K Buy
18,451
+8,100
+78% +$149K 0.02% 461
2021
Q3 		$164K Buy
+10,351
New +$162K 0.01% 519

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Perigon Wealth Management's SOFI Position: Q3 2026 in Review

Perigon Wealth Management increased its SoFi Technologies (SOFI) stake by 11% in Q3 2026, buying an estimated $79.1K and bringing the position to 46,095 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #720.

Perigon Wealth Management first reported a position in SOFI in Q3 2021 and has held it in 21 quarters since. The position peaked at $972K in Q4 2025. 648 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Perigon Wealth Management held 46,095 shares of SoFi Technologies worth $725K as of Q3 2026.
  • Perigon Wealth Management bought 4,491 SoFi Technologies shares in Q3 2026, an estimated $79.1K.
  • SoFi Technologies made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #720 holding.
  • Perigon Wealth Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 21 quarters since.
  • Perigon Wealth Management's SoFi Technologies position peaked at $972K in Q4 2025.
  • 648 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.