Pin Oak Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Pin Oak Investment Advisors’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	$4K	Hold	250	–	–	﹤0.01%	456
2026 Q1	$4K	Buy	+250	New	+$5.27K	﹤0.01%	443
2025 Q4	–	Sell	-100	Closed	-$2.64K	–	515
2025 Q3	$2.64K	Hold	100	–	–	﹤0.01%	462
2025 Q2	$1K	Hold	100	–	–	﹤0.01%	435
2025 Q1	$1K	Hold	100	–	–	﹤0.01%	437
2024 Q4	$1K	Hold	100	–	–	﹤0.01%	459
2024 Q3	$0	Sell	100 -620	-86%	-$4.51K	﹤0.01%	498
2024 Q2	$5K	Hold	720	–	–	﹤0.01%	391
2024 Q1	$5K	Hold	720	–	–	﹤0.01%	391
2023 Q4	$7K	Hold	720	–	–	0.01%	359
2023 Q3	$6K	Hold	720	–	–	0.01%	363
2023 Q2	$6K	Buy	720 +100	+16%	+$652	0.01%	366
2023 Q1	$4K	Hold	620	–	–	﹤0.01%	378
2022 Q4	$3K	Sell	620 -300	-33%	-$1.49K	﹤0.01%	382
2022 Q3	$4K	Sell	920 -200	-18%	-$1.26K	0.01%	334
2022 Q2	$6K	Buy	1,120 +20	+2%	+$135	0.01%	337
2022 Q1	$10K	Buy	1,100 +200	+22%	+$2.3K	0.01%	331
2021 Q4	$14K	Buy	900 +400	+80%	+$7.34K	0.01%	297
2021 Q3	$8K	Buy	+500	New	+$7.84K	0.01%	325

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pin Oak Investment Advisors's SOFI Position: Q2 2026 in Review

Pin Oak Investment Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 250 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Pin Oak Investment Advisors first reported a position in SOFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $14K in Q4 2021. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Pin Oak Investment Advisors held 250 shares of SoFi Technologies worth $4K as of Q2 2026.
Pin Oak Investment Advisors left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #456 holding.
Pin Oak Investment Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 19 quarters since.
Pin Oak Investment Advisors's SoFi Technologies position peaked at $14K in Q4 2021.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.