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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's SOFI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its SoFi Technologies (SOFI) stake by 3.8% in Q1 2026, buying an estimated $7.17K and bringing the position to 9,238 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #599.

Pinnacle Wealth Planning Services first reported a position in SOFI in Q4 2021 and has held it in 4 quarters since. The position peaked at $235K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 9,238 shares of SoFi Technologies worth $147K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 340 SoFi Technologies shares in Q1 2026, an estimated $7.17K.
  • SoFi Technologies made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #599 holding.
  • Pinnacle Wealth Planning Services first reported a position in SoFi Technologies in Q4 2021 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's SoFi Technologies position peaked at $235K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.