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Pegasus Asset Management, Inc. → SOFI

Pegasus Asset Management, Inc. SOFI Position History

SoFi Technologies, Inc. • Financial Services

Quarters held
7
Latest value
$3.7M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.4M
Q4 2025$3.5M
Q4 2025$3.5M
Q1 2026$3.4M
Q1 2026$3.4M
Q2 2026$4.1M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M235.3K——
Q2 2026$4.1M229.3K——
Q1 2026$3.4M212.8K——
Q1 2026$3.4M212.8K——
Q4 2025$3.5M133.7K——
Q4 2025$3.5M133.7K——
Q3 2025$3.4M130.4K——

Other funds holding SOFI

Other Pegasus Asset Management, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$34.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$33.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$30.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$30.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.1M
AAPL

APPLE INC

$27.8M
Pegasus Asset Management, Inc. SOFI Holdings: 13F Position History | Track13F