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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
Q2 		$54K Buy
3,012
+1,588
+112% +$26.9K ﹤0.01% 1288
2026
Q1 		$22.6K Buy
+1,424
New +$30K ﹤0.01% 1351
2023
Q3 		– Sell
-2,422
Closed -$20.2K – 1451
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% 1342
2022
Q4 		$28K Sell
6,083
-373
-6% -$1.85K ﹤0.01% 1406
2022
Q3 		$32K Buy
6,456
+125
+2% +$791 ﹤0.01% 1404
2022
Q2 		$33K Buy
6,331
+2,549
+67% +$17.2K ﹤0.01% 1423
2022
Q1 		$35.7K Buy
+3,782
New +$43.4K ﹤0.01% 1450

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisors Asset Management's SOFI Position: Q2 2026 in Review

Advisors Asset Management increased its SoFi Technologies (SOFI) stake by 112% in Q2 2026, buying an estimated $26.9K and bringing the position to 3,012 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Advisors Asset Management first reported a position in SOFI in Q1 2022 and has held it in 8 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Advisors Asset Management held 3,012 shares of SoFi Technologies worth $54K as of Q2 2026.
  • Advisors Asset Management bought 1,588 SoFi Technologies shares in Q2 2026, an estimated $26.9K.
  • SoFi Technologies made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1288 holding.
  • Advisors Asset Management first reported a position in SoFi Technologies in Q1 2022 and has held it in 8 quarters since.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.