PVI
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Pine Valley Investments’s SoFi Technologies SOFI Stock Holding History

Pine Valley 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
Q1 		– Hold
0
– -$393K – 603
2025
Q4 		– Hold
0
– – – 399
2025
Q3 		– Hold
0
– – – 468
2025
Q2 		– Hold
0
– – – 426
2025
Q1 		– Hold
0
– – – 531
2024
Q1 		– Hold
0
– -$99.5K – 526
2023
Q4 		– Hold
0
– – – 470

Other funds holding SOFI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PLFS
Provident Living Financial Services Lehi, Utah $101M AUM

Pine Valley Investments's SOFI Position: Q2 2026 in Review

Pine Valley Investments increased its SoFi Technologies (SOFI) stake by 0.91% in Q2 2026, buying an estimated $3.63K and bringing the position to 23,819 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #424.

Pine Valley Investments first reported a position in SOFI in Q1 2023 and has held it in 14 quarters since. The position peaked at $731K in Q3 2025. 444 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Pine Valley Investments held 23,819 shares of SoFi Technologies worth $427K as of Q2 2026.
  • Pine Valley Investments bought 214 SoFi Technologies shares in Q2 2026, an estimated $3.63K.
  • SoFi Technologies made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #424 holding.
  • Pine Valley Investments first reported a position in SoFi Technologies in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's SoFi Technologies position peaked at $731K in Q3 2025.
  • 444 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.