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Pinkerton Retirement Specialists’s SoFi Technologies SOFI Stock Holding History

Pinkerton Retirement Specialists’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 		– Sell
-45,900
Closed -$1.2M – 140
2026
Q1 		$1.2M Buy
45,900
+600
+1% +$12.6K 0.11% 102
2025
Q4 		$1.19M Buy
45,300
+3,388
+8% +$94.4K 0.12% 102
2025
Q3 		$1.11M Buy
+41,912
New +$995K 0.12% 99
2025
Q1 		– Sell
-17,786
Closed -$274K – 143
2024
Q4 		$274K Buy
+17,786
New +$231K 0.04% 116

Other funds holding SOFI

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
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 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Pinkerton Retirement Specialists's SOFI Position: Q2 2026 in Review

Pinkerton Retirement Specialists sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 45,900 shares — an estimated $1.2M sold.

Pinkerton Retirement Specialists first reported a position in SOFI in Q4 2024 and held it in 4 quarters. The position peaked at $1.2M in Q1 2026. 373 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Pinkerton Retirement Specialists reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 45,900 SoFi Technologies shares in Q2 2026, an estimated $1.2M.
  • Pinkerton Retirement Specialists first reported a position in SoFi Technologies in Q4 2024 and held it in 4 quarters.
  • Pinkerton Retirement Specialists's SoFi Technologies position peaked at $1.2M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.