Planning Strategies Inc.’s SoFi Technologies SOFI Stock Holding History

Planning Strategies Inc.’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	$2.06K	Buy	+115	New	+$1.95K	﹤0.01%	584

Other funds holding SOFI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

Planning Strategies Inc.'s SOFI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in SoFi Technologies (SOFI) in Q2 2026: 115 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #584 among its holdings.

328 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Planning Strategies Inc. held 115 shares of SoFi Technologies worth $2.06K as of Q2 2026.
SoFi Technologies was a new Planning Strategies Inc. position in Q2 2026.
SoFi Technologies made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #584 holding.
328 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.