Private Wealth Management Group’s SoFi Technologies SOFI Stock Holding History

Private Wealth Management Group’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	$1.42K	Hold	79	–	–	﹤0.01%	1234
2026 Q1	$1.25K	Hold	79	–	–	﹤0.01%	1200
2025 Q4	$2.07K	Hold	79	–	–	﹤0.01%	1066
2025 Q3	$2.09K	Hold	79	–	–	﹤0.01%	1100
2025 Q2	$1.44K	Hold	79	–	–	﹤0.01%	1183
2025 Q1	$919	Hold	79	–	–	﹤0.01%	1288
2024 Q4	$1.22K	Hold	79	–	–	﹤0.01%	1243
2024 Q3	$621	Hold	79	–	–	﹤0.01%	1390
2024 Q2	$523	Sell	79 -369	-82%	-$2.6K	﹤0.01%	1439
2024 Q1	$3.27K	Buy	448 +24	+6%	+$191	﹤0.01%	780
2023 Q4	$4.22K	Buy	+424	New	+$3.37K	﹤0.01%	691

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

Private Wealth Management Group's SOFI Position: Q2 2026 in Review

Private Wealth Management Group held its SoFi Technologies (SOFI) position steady in Q2 2026 at 79 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Private Wealth Management Group first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.22K in Q4 2023. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Private Wealth Management Group held 79 shares of SoFi Technologies worth $1.42K as of Q2 2026.
Private Wealth Management Group left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1234 holding.
Private Wealth Management Group first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's SoFi Technologies position peaked at $4.22K in Q4 2023.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.