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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
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% -$9.64K 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% +$9.75K 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

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

Perigon Wealth Management's SOFI Position: Q2 2026 in Review

Perigon Wealth Management increased its SoFi Technologies (SOFI) stake by 21% in Q2 2026, buying an estimated $125K and bringing the position to 41,604 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #701.

Perigon Wealth Management first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $972K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Perigon Wealth Management held 41,604 shares of SoFi Technologies worth $746K as of Q2 2026.
  • Perigon Wealth Management bought 7,349 SoFi Technologies shares in Q2 2026, an estimated $125K.
  • SoFi Technologies made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #701 holding.
  • Perigon Wealth Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Perigon Wealth Management's SoFi Technologies position peaked at $972K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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