Aberdeen Group
SOFI icon

Aberdeen Group’s SoFi Technologies SOFI Stock Holding History

Aberdeen Group’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 		$193K Buy
12,170
+3,442
+39% +$72.6K ﹤0.01% 927
2025
Q4 		$228K Buy
8,728
+173
+2% +$4.82K ﹤0.01% 929
2025
Q3 		$226K Buy
+8,555
New +$203K ﹤0.01% 942

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Aberdeen Group's SOFI Position: Q1 2026 in Review

Aberdeen Group increased its SoFi Technologies (SOFI) stake by 39% in Q1 2026, buying an estimated $72.6K and bringing the position to 12,170 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Aberdeen Group first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $228K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Aberdeen Group held 12,170 shares of SoFi Technologies worth $193K as of Q1 2026.
  • Aberdeen Group bought 3,442 SoFi Technologies shares in Q1 2026, an estimated $72.6K.
  • SoFi Technologies made up ﹤0.01% of Aberdeen Group's portfolio in Q1 2026, its #927 holding.
  • Aberdeen Group first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Aberdeen Group's SoFi Technologies position peaked at $228K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Aberdeen Group's 13F filing for Q1 2026, filed 29 Apr 2026.