Advisors Asset Management’s SoFi Technologies SOFI Stock Holding History

Advisors Asset Management’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	$22.6K	Buy	+1,424	New	+$30K	﹤0.01%	1351
2023 Q3	–	Sell	-2,422	Closed	-$20.2K	–	1450
2023 Q2	$20.2K	Sell	2,422 -3,341	-58%	-$21.8K	﹤0.01%	1371
2023 Q1	$35K	Sell	5,763 -320	-5%	-$1.94K	﹤0.01%	1341
2022 Q4	$28K	Sell	6,083 -373	-6%	-$1.85K	﹤0.01%	1406
2022 Q3	$32K	Buy	6,456 +125	+2%	+$791	﹤0.01%	1403
2022 Q2	$33K	Buy	6,331 +2,549	+67%	+$17.2K	﹤0.01%	1421
2022 Q1	$36K	Buy	+3,782	New	+$43.4K	﹤0.01%	1449

Other funds holding SOFI

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Advisors Asset Management's SOFI Position: Q1 2026 in Review

Advisors Asset Management opened a new position in SoFi Technologies (SOFI) in Q1 2026: 1,424 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: Advisors Asset Management previously reported a position in SOFI as recently as Q2 2023.

Advisors Asset Management first reported a position in SOFI in Q1 2022 and has held it in 7 quarters since. The position peaked at $36K in Q1 2022. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Advisors Asset Management held 1,424 shares of SoFi Technologies worth $22.6K as of Q1 2026.
SoFi Technologies was a new Advisors Asset Management position in Q1 2026.
SoFi Technologies made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1351 holding.
Advisors Asset Management first reported a position in SoFi Technologies in Q1 2022 and has held it in 7 quarters since.
Advisors Asset Management's SoFi Technologies position peaked at $36K in Q1 2022.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.