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Tempus Wealth Planning’s SoFi Technologies SOFI Stock Holding History

Tempus Wealth Planning’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 		$263K Buy
+14,694
New +$249K 0.05% 243
2024
Q3 		– Sell
-15,786
Closed -$104K – 226
2024
Q2 		$104K Buy
+15,786
New +$111K 0.04% 203

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

Tempus Wealth Planning's SOFI Position: Q2 2026 in Review

Tempus Wealth Planning opened a new position in SoFi Technologies (SOFI) in Q2 2026: 14,694 shares worth $263K. The stake represents 0.05% of the portfolio and ranks #243 among its holdings. This is a return to the name: Tempus Wealth Planning previously reported a position in SOFI as recently as Q2 2024.

Tempus Wealth Planning first reported a position in SOFI in Q2 2024 and has held it in 2 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Tempus Wealth Planning held 14,694 shares of SoFi Technologies worth $263K as of Q2 2026.
  • SoFi Technologies was a new Tempus Wealth Planning position in Q2 2026.
  • SoFi Technologies made up 0.05% of Tempus Wealth Planning's portfolio in Q2 2026, its #243 holding.
  • Tempus Wealth Planning first reported a position in SoFi Technologies in Q2 2024 and has held it in 2 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.