Aberdeen Group
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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
Q3 		$14.4M Buy
913,093
+864,181
+1,767% +$15.2M 0.02% 521
2026
Q2 		$877K Buy
48,912
+36,742
+302% +$622K ﹤0.01% 841
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Aberdeen Group's SOFI Position: Q3 2026 in Review

Aberdeen Group increased its SoFi Technologies (SOFI) stake by 1,767% in Q3 2026, buying an estimated $15.2M and bringing the position to 913,093 shares worth $14.4M. The position accounts for 0.02% of the portfolio, ranked #521.

Aberdeen Group first reported a position in SOFI in Q3 2025 and has held it in 5 quarters since. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Aberdeen Group held 913,093 shares of SoFi Technologies worth $14.4M as of Q3 2026.
  • Aberdeen Group bought 864,181 SoFi Technologies shares in Q3 2026, an estimated $15.2M.
  • SoFi Technologies made up 0.02% of Aberdeen Group's portfolio in Q3 2026, its #521 holding.
  • Aberdeen Group first reported a position in SoFi Technologies in Q3 2025 and has held it in 5 quarters since.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Aberdeen Group's 13F filing for Q3 2026, filed 6 Nov 2026.