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Pittenger & Anderson Inc’s SoFi Technologies SOFI Stock Holding History

Pittenger & Anderson Inc’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
-145
Closed -$3.8K – 559
2025
Q4 		$3.8K Sell
145
-45
-24% -$1.25K ﹤0.01% 450
2025
Q3 		$5.02K Buy
+190
New +$4.51K ﹤0.01% 399
2024
Q2 		– Sell
-75
Closed -$548 – 460
2024
Q1 		$548 Buy
+75
New +$596 ﹤0.01% 413
2023
Q3 		– Sell
-200
Closed -$1.67K – 461
2023
Q2 		$1.67K Buy
+200
New +$1.3K ﹤0.01% 429

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
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 $3.38T AUM 44.17% 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

Pittenger & Anderson Inc's SOFI Position: Q1 2026 in Review

Pittenger & Anderson Inc sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 145 shares — an estimated $3.8K sold.

Pittenger & Anderson Inc first reported a position in SOFI in Q2 2023 and held it in 4 quarters. The position peaked at $5.02K in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Pittenger & Anderson Inc reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 145 SoFi Technologies shares in Q1 2026, an estimated $3.8K.
  • Pittenger & Anderson Inc first reported a position in SoFi Technologies in Q2 2023 and held it in 4 quarters.
  • Pittenger & Anderson Inc's SoFi Technologies position peaked at $5.02K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2026, filed 1 May 2026.