Twin Peaks Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Twin Peaks Wealth 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 Q1	$3.06K	Buy	+193	New	+$4.07K	﹤0.01%	1565
2025 Q3	–	Sell	-215	Closed	-$5.08K	–	1820
2025 Q2	$5.08K	Buy	+215	New	+$2.83K	﹤0.01%	1301
2024 Q3	–	Sell	-11,997	Closed	-$79.3K	–	139
2024 Q2	$79.3K	Buy	11,997 +1,000	+9%	+$7.05K	0.04%	127
2024 Q1	$80.3K	Hold	10,997	–	–	0.04%	126
2023 Q4	$109K	Buy	+10,997	New	+$87.4K	0.07%	120

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Twin Peaks Wealth Advisors's SOFI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in SoFi Technologies (SOFI) in Q1 2026: 193 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #1565 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SOFI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SOFI in Q4 2023 and has held it in 5 quarters since. The position peaked at $109K in Q4 2023. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Twin Peaks Wealth Advisors held 193 shares of SoFi Technologies worth $3.06K as of Q1 2026.
SoFi Technologies was a new Twin Peaks Wealth Advisors position in Q1 2026.
SoFi Technologies made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1565 holding.
Twin Peaks Wealth Advisors first reported a position in SoFi Technologies in Q4 2023 and has held it in 5 quarters since.
Twin Peaks Wealth Advisors's SoFi Technologies position peaked at $109K in Q4 2023.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.