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Pure Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Pure Financial 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 		$241K Buy
13,419
+2,066
+18% +$35K ﹤0.01% 558
2026
Q1 		$180K Sell
11,353
-660
-5% -$13.9K ﹤0.01% 551
2025
Q4 		$315K Buy
+12,013
New +$335K ﹤0.01% 410

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 $3.38T AUM 44.17% 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

Pure Financial Advisors's SOFI Position: Q2 2026 in Review

Pure Financial Advisors increased its SoFi Technologies (SOFI) stake by 18% in Q2 2026, buying an estimated $35K and bringing the position to 13,419 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Pure Financial Advisors first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $315K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Pure Financial Advisors held 13,419 shares of SoFi Technologies worth $241K as of Q2 2026.
  • Pure Financial Advisors bought 2,066 SoFi Technologies shares in Q2 2026, an estimated $35K.
  • SoFi Technologies made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #558 holding.
  • Pure Financial Advisors first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Pure Financial Advisors's SoFi Technologies position peaked at $315K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.