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Sigma Planning Corp’s SoFi Technologies SOFI Stock Holding History

Sigma Planning Corp’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 		$1.43M Buy
79,778
+15,497
+24% +$263K 0.04% 472
2026
Q1 		$1.02M Buy
64,281
+7,474
+13% +$158K 0.03% 560
2025
Q4 		$1.46M Sell
56,807
-5,843
-9% -$163K 0.04% 404
2025
Q3 		$1.66M Buy
62,650
+1,997
+3% +$47.4K 0.05% 369
2025
Q2 		$1.1M Buy
60,653
+15,617
+35% +$206K 0.03% 471
2025
Q1 		$524K Buy
45,036
+1,634
+4% +$23.5K 0.02% 719
2024
Q4 		$668K Buy
43,402
+473
+1% +$6.14K 0.02% 624
2024
Q3 		$337K Sell
42,929
-13,084
-23% -$95.1K 0.01% 911
2024
Q2 		$370K Buy
56,013
+10,012
+22% +$70.6K 0.01% 839
2024
Q1 		$336K Buy
46,001
+32,008
+229% +$254K 0.01% 908
2023
Q4 		$139K Sell
13,993
-13,768
-50% -$109K 0.01% 799
2023
Q3 		$222K Buy
27,761
+4,902
+21% +$43.1K 0.01% 1049
2023
Q2 		$191K Sell
22,859
-2,266
-9% -$14.8K 0.01% 1108
2023
Q1 		$153K Buy
25,125
+650
+3% +$3.94K 0.01% 1208
2022
Q4 		$113K Buy
24,475
+2,613
+12% +$13K ﹤0.01% 1185
2022
Q3 		$107K Buy
21,862
+1,183
+6% +$7.49K ﹤0.01% 1192
2022
Q2 		$109K Sell
20,679
-4,371
-17% -$29.5K ﹤0.01% 1213
2022
Q1 		$237K Buy
25,050
+7,635
+44% +$87.7K 0.01% 1167
2021
Q4 		$275K Buy
17,415
+2,722
+19% +$50K 0.01% 1133
2021
Q3 		$233K Buy
+14,693
New +$230K 0.01% 1185

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

Sigma Planning Corp's SOFI Position: Q2 2026 in Review

Sigma Planning Corp increased its SoFi Technologies (SOFI) stake by 24% in Q2 2026, buying an estimated $263K and bringing the position to 79,778 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #472.

Sigma Planning Corp first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.66M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sigma Planning Corp held 79,778 shares of SoFi Technologies worth $1.43M as of Q2 2026.
  • Sigma Planning Corp bought 15,497 SoFi Technologies shares in Q2 2026, an estimated $263K.
  • SoFi Technologies made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #472 holding.
  • Sigma Planning Corp first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Sigma Planning Corp's SoFi Technologies position peaked at $1.66M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.