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Planning Strategies’s SoFi Technologies SOFI Stock Holding History

Planning Strategies’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 		$2.06K Buy
+115
New +$1.95K ﹤0.01% 584

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

Planning Strategies's SOFI Position: Q2 2026 in Review

Planning Strategies opened a new position in SoFi Technologies (SOFI) in Q2 2026: 115 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #584 among its holdings.

867 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Planning Strategies held 115 shares of SoFi Technologies worth $2.06K as of Q2 2026.
  • SoFi Technologies was a new Planning Strategies position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #584 holding.
  • 867 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.