TPWA
SOFI icon

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
Q2 		– Sell
-193
Closed -$3.06K – 1899
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
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

Twin Peaks Wealth Advisors's SOFI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 193 shares — an estimated $3.06K sold.

Twin Peaks Wealth Advisors first reported a position in SOFI in Q4 2023 and held it in 5 quarters. The position peaked at $109K in Q4 2023. 924 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 193 SoFi Technologies shares in Q2 2026, an estimated $3.06K.
  • Twin Peaks Wealth Advisors first reported a position in SoFi Technologies in Q4 2023 and held it in 5 quarters.
  • Twin Peaks Wealth Advisors's SoFi Technologies position peaked at $109K in Q4 2023.
  • 924 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.