Principia Wealth Advisory’s SoFi Technologies SOFI Stock Holding History

Principia Wealth Advisory’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	$3.71K	Buy	207 +6	+3%	+$102	﹤0.01%	426
2026 Q1	$3.19K	Buy	201 +60	+43%	+$1.26K	﹤0.01%	396
2025 Q4	$3.69K	Buy	141 +16	+13%	+$446	﹤0.01%	330
2025 Q3	$3.3K	Buy	125 +10	+9%	+$237	﹤0.01%	342
2025 Q2	$2.09K	Buy	115 +19	+20%	+$251	﹤0.01%	373
2025 Q1	$1.09K	Buy	96 +3	+3%	+$43	﹤0.01%	377
2024 Q4	$1.43K	Buy	+93	New	+$1.21K	﹤0.01%	290

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's SOFI Position: Q2 2026 in Review

Principia Wealth Advisory increased its SoFi Technologies (SOFI) stake by 3% in Q2 2026, buying an estimated $102 and bringing the position to 207 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Principia Wealth Advisory first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Principia Wealth Advisory held 207 shares of SoFi Technologies worth $3.71K as of Q2 2026.
Principia Wealth Advisory bought 6 SoFi Technologies shares in Q2 2026, an estimated $102.
SoFi Technologies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #426 holding.
Principia Wealth Advisory first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.