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Pinnacle Financial Partners (Georgia)’s SoFi Technologies SOFI Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		– Sell
-17,369
Closed -$455K – 1118
2025
Q4 		$455K Buy
+17,369
New +$484K ﹤0.01% 814

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Vanguard Portfolio Management
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D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s SOFI Position: Q1 2026 in Review

Pinnacle Financial Partners (Georgia) sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 17,369 shares — an estimated $455K sold.

Pinnacle Financial Partners (Georgia) first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $455K in Q4 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Pinnacle Financial Partners (Georgia) reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Financial Partners (Georgia) sold 17,369 SoFi Technologies shares in Q1 2026, an estimated $455K.
  • Pinnacle Financial Partners (Georgia) first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
  • Pinnacle Financial Partners (Georgia)'s SoFi Technologies position peaked at $455K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q1 2026, filed 14 May 2026.