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Philadelphia Investment Partners’s SoFi Technologies SOFI Stock Holding History

Philadelphia Investment Partners’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 		$1.14M Sell
63,397
-491
-0.8% -$8.32K 0.71% 34
2026
Q1 		$1.01M Buy
+63,888
New +$1.35M 0.69% 34

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Philadelphia Investment Partners's SOFI Position: Q2 2026 in Review

Philadelphia Investment Partners reduced its SoFi Technologies (SOFI) stake by 0.77% in Q2 2026, selling an estimated $8.32K and leaving 63,397 shares worth $1.14M. The position accounts for 0.71% of the portfolio, ranked #34.

Philadelphia Investment Partners first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Philadelphia Investment Partners held 63,397 shares of SoFi Technologies worth $1.14M as of Q2 2026.
  • Philadelphia Investment Partners sold 491 SoFi Technologies shares in Q2 2026, an estimated $8.32K.
  • SoFi Technologies made up 0.71% of Philadelphia Investment Partners's portfolio in Q2 2026, its #34 holding.
  • Philadelphia Investment Partners first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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