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Pinnacle Wealth Planning Services’s SoFi Technologies SOFI Stock Holding History

Pinnacle Wealth Planning Services’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 		$166K Buy
9,252
+14
+0.2% +$237 0.02% 610
2026
Q1 		$147K Buy
9,238
+340
+4% +$7.17K 0.02% 599
2025
Q4 		$233K Buy
8,898
+6
+0.1% +$167 0.02% 418
2025
Q3 		$235K Buy
+8,892
New +$211K 0.03% 397
2022
Q1 		– Sell
-11,500
Closed -$182K – 474
2021
Q4 		$182K Buy
+11,500
New +$211K 0.04% 373

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Wealth Planning Services's SOFI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its SoFi Technologies (SOFI) stake by 0.15% in Q2 2026, buying an estimated $237 and bringing the position to 9,252 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #610.

Pinnacle Wealth Planning Services first reported a position in SOFI in Q4 2021 and has held it in 5 quarters since. The position peaked at $235K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 9,252 shares of SoFi Technologies worth $166K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 14 SoFi Technologies shares in Q2 2026, an estimated $237.
  • SoFi Technologies made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #610 holding.
  • Pinnacle Wealth Planning Services first reported a position in SoFi Technologies in Q4 2021 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's SoFi Technologies position peaked at $235K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.