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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return