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PKS Advisory Services’s SoFi Technologies SOFI Stock Holding History

PKS Advisory 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 		$260K Buy
14,475
+975
+7% +$16.5K 0.04% 307
2026
Q1 		$214K Buy
13,500
+1,700
+14% +$35.8K 0.05% 219
2025
Q4 		$309K Buy
11,800
+675
+6% +$18.8K 0.07% 189
2025
Q3 		$294K Buy
11,125
+125
+1% +$2.97K 0.06% 197
2025
Q2 		$200K Buy
+11,000
New +$145K 0.05% 249
2025
Q1 		– Sell
-11,195
Closed -$172K – 267
2024
Q4 		$172K Buy
+11,195
New +$145K 0.04% 237

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 $3.38T 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
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

PKS Advisory Services's SOFI Position: Q2 2026 in Review

PKS Advisory Services increased its SoFi Technologies (SOFI) stake by 7.2% in Q2 2026, buying an estimated $16.5K and bringing the position to 14,475 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #307.

PKS Advisory Services first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • PKS Advisory Services held 14,475 shares of SoFi Technologies worth $260K as of Q2 2026.
  • PKS Advisory Services bought 975 SoFi Technologies shares in Q2 2026, an estimated $16.5K.
  • SoFi Technologies made up 0.04% of PKS Advisory Services's portfolio in Q2 2026, its #307 holding.
  • PKS Advisory Services first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's SoFi Technologies position peaked at $309K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.