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Principal Securities’s SoFi Technologies SOFI Stock Holding History

Principal Securities’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 		$364K Buy
20,298
+1,589
+8% +$26.9K ﹤0.01% 1240
2026
Q1 		$297K Buy
18,709
+1,681
+10% +$35.4K ﹤0.01% 1203
2025
Q4 		$446K Buy
17,028
+1,305
+8% +$36.4K 0.01% 978
2025
Q3 		$415K Buy
15,723
+1,681
+12% +$39.9K 0.01% 977
2025
Q2 		$256K Buy
14,042
+5,455
+64% +$71.9K ﹤0.01% 1127
2025
Q1 		$132K Hold
8,587
– – ﹤0.01% 1307
2024
Q4 		$132K Buy
8,587
+400
+5% +$5.2K ﹤0.01% 1307
2024
Q3 		$64.3K Buy
8,187
+4,698
+135% +$34.1K ﹤0.01% 1579
2024
Q2 		$23.1K Sell
3,489
-661
-16% -$4.66K ﹤0.01% 2000
2024
Q1 		$30.3K Buy
4,150
+2,234
+117% +$17.7K ﹤0.01% 1796
2023
Q4 		$19.1K Buy
+1,916
New +$15.2K ﹤0.01% 1944

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

Principal Securities's SOFI Position: Q2 2026 in Review

Principal Securities increased its SoFi Technologies (SOFI) stake by 8.5% in Q2 2026, buying an estimated $26.9K and bringing the position to 20,298 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Principal Securities first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $446K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Principal Securities held 20,298 shares of SoFi Technologies worth $364K as of Q2 2026.
  • Principal Securities bought 1,589 SoFi Technologies shares in Q2 2026, an estimated $26.9K.
  • SoFi Technologies made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1240 holding.
  • Principal Securities first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's SoFi Technologies position peaked at $446K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.