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PFG Investments’s SoFi Technologies SOFI Stock Holding History

PFG Investments’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 		$1.04M Buy
57,961
+2,223
+4% +$37.7K 0.04% 384
2026
Q1 		$885K Buy
55,738
+16,365
+42% +$345K 0.04% 394
2025
Q4 		$1.03M Buy
39,373
+3,637
+10% +$101K 0.05% 342
2025
Q3 		$944K Buy
35,736
+5,309
+17% +$126K 0.05% 348
2025
Q2 		$554K Sell
30,427
-5,798
-16% -$76.5K 0.03% 489
2025
Q1 		$421K Sell
36,225
-11,400
-24% -$164K 0.03% 563
2024
Q4 		$733K Sell
47,625
-5,420
-10% -$70.4K 0.05% 366
2024
Q3 		$417K Sell
53,045
-29,352
-36% -$213K 0.03% 568
2024
Q2 		$545K Buy
82,397
+20,175
+32% +$142K 0.04% 417
2024
Q1 		$454K Buy
62,222
+32,567
+110% +$259K 0.03% 569
2023
Q4 		$295K Buy
29,655
+1,547
+6% +$12.3K 0.05% 355
2023
Q3 		$225K Buy
28,108
+6,150
+28% +$54.1K 0.04% 431
2023
Q2 		$183K Sell
21,958
-3,450
-14% -$22.5K 0.03% 471
2023
Q1 		$154K Buy
+25,408
New +$154K 0.03% 451

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

PFG Investments's SOFI Position: Q2 2026 in Review

PFG Investments increased its SoFi Technologies (SOFI) stake by 4% in Q2 2026, buying an estimated $37.7K and bringing the position to 57,961 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #384.

PFG Investments first reported a position in SOFI in Q1 2023 and has held it in 14 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • PFG Investments held 57,961 shares of SoFi Technologies worth $1.04M as of Q2 2026.
  • PFG Investments bought 2,223 SoFi Technologies shares in Q2 2026, an estimated $37.7K.
  • SoFi Technologies made up 0.04% of PFG Investments's portfolio in Q2 2026, its #384 holding.
  • PFG Investments first reported a position in SoFi Technologies in Q1 2023 and has held it in 14 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.