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Phillip James Consulting’s SoFi Technologies SOFI Stock Holding History

Phillip James Consulting’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 		$7.05K Buy
+393
New +$6.66K ﹤0.01% 171
2026
Q1 		– Sell
-393
Closed -$10K – 383
2025
Q4 		$10K Buy
+393
New +$11K 0.18% 55

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

Phillip James Consulting's SOFI Position: Q2 2026 in Review

Phillip James Consulting opened a new position in SoFi Technologies (SOFI) in Q2 2026: 393 shares worth $7.05K. The stake represents ﹤0.01% of the portfolio and ranks #171 among its holdings. This is a return to the name: Phillip James Consulting previously reported a position in SOFI as recently as Q4 2025.

Phillip James Consulting first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. The position peaked at $10K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Phillip James Consulting held 393 shares of SoFi Technologies worth $7.05K as of Q2 2026.
  • SoFi Technologies was a new Phillip James Consulting position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #171 holding.
  • Phillip James Consulting first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
  • Phillip James Consulting's SoFi Technologies position peaked at $10K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.