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 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

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 $3.37T AUM 44.26% 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

Pinnacle Associates's SOFI Position: Q2 2026 in Review

Pinnacle Associates reduced its SoFi Technologies (SOFI) stake by 1.8% in Q2 2026, selling an estimated $13.7K and leaving 44,336 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #589.

Pinnacle Associates first reported a position in SOFI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Pinnacle Associates held 44,336 shares of SoFi Technologies worth $795K as of Q2 2026.
Pinnacle Associates sold 810 SoFi Technologies shares in Q2 2026, an estimated $13.7K.
SoFi Technologies made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #589 holding.
Pinnacle Associates first reported a position in SoFi Technologies in Q1 2024 and has held it in 9 quarters since.
Pinnacle Associates's SoFi Technologies position peaked at $1.16M in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.