Pinnacle Associates’s SoFi Technologies SOFI Stock Holding History

Pinnacle Associates’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 Q3	$168K	Sell	10,677 -33,659	-76%	-$593K	﹤0.01%	929
2026 Q2	$795K	Sell	44,336 -810	-2%	-$13.7K	0.01%	589
2026 Q1	$717K	Buy	45,146 +2,291	+5%	+$48.3K	0.01%	584
2025 Q4	$1.12M	Sell	42,855 -1,031	-2%	-$28.7K	0.01%	498
2025 Q3	$1.16M	Sell	43,886 -10,807	-20%	-$256K	0.02%	484
2025 Q2	$996K	Sell	54,693 -620	-1%	-$8.18K	0.01%	507
2025 Q1	$643K	Buy	55,313 +13,140	+31%	+$189K	0.01%	565
2024 Q4	$649K	Buy	+42,173	New	+$548K	0.01%	556
2024 Q3	–	Sell	-43,476	Closed	-$287K	–	842
2024 Q2	$287K	Buy	43,476 +14,429	+50%	+$102K	﹤0.01%	696
2024 Q1	$212K	Buy	+29,047	New	+$231K	﹤0.01%	785

Other funds holding SOFI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pinnacle Associates's SOFI Position: Q3 2026 in Review

Pinnacle Associates reduced its SoFi Technologies (SOFI) stake by 76% in Q3 2026, selling an estimated $593K and leaving 10,677 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Pinnacle Associates first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.16M in Q3 2025. 510 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Pinnacle Associates held 10,677 shares of SoFi Technologies worth $168K as of Q3 2026.
Pinnacle Associates sold 33,659 SoFi Technologies shares in Q3 2026, an estimated $593K.
SoFi Technologies made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #929 holding.
Pinnacle Associates first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
Pinnacle Associates's SoFi Technologies position peaked at $1.16M in Q3 2025.
510 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.