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 Q3	$146K	Buy	9,306 +54	+0.6%	+$951	0.01%	648
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pinnacle Wealth Planning Services's SOFI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its SoFi Technologies (SOFI) stake by 0.58% in Q3 2026, buying an estimated $951 and bringing the position to 9,306 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #648.

Pinnacle Wealth Planning Services first reported a position in SOFI in Q4 2021 and has held it in 6 quarters since. The position peaked at $235K in Q3 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Pinnacle Wealth Planning Services held 9,306 shares of SoFi Technologies worth $146K as of Q3 2026.
Pinnacle Wealth Planning Services bought 54 SoFi Technologies shares in Q3 2026, an estimated $951.
SoFi Technologies made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #648 holding.
Pinnacle Wealth Planning Services first reported a position in SoFi Technologies in Q4 2021 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's SoFi Technologies position peaked at $235K in Q3 2025.
555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.