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Plum Street Advisors’s SoFi Technologies SOFI Stock Holding History

Plum Street Advisors’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 		$243K Hold
13,577
– – 0.08% 98
2026
Q1 		$216K Hold
13,577
– – 0.07% 94
2025
Q4 		$355K Hold
13,577
– – 0.13% 82
2025
Q3 		$359K Buy
+13,577
New +$322K 0.14% 82

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Plum Street Advisors's SOFI Position: Q2 2026 in Review

Plum Street Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 13,577 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #98.

Plum Street Advisors first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $359K in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Plum Street Advisors held 13,577 shares of SoFi Technologies worth $243K as of Q2 2026.
  • Plum Street Advisors left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.08% of Plum Street Advisors's portfolio in Q2 2026, its #98 holding.
  • Plum Street Advisors first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Plum Street Advisors's SoFi Technologies position peaked at $359K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.