Allianz Asset Management’s SoFi Technologies SOFI Stock Holding History

Allianz 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	$486K	Sell	30,567 -7,150	-19%	-$121K	﹤0.01%	1947
2026 Q1	$599K	Buy	+37,717	New	+$795K	﹤0.01%	1820
2025 Q4	–	Sell	-232,827	Closed	-$6.15M	–	2088
2025 Q3	$6.15M	Buy	+232,827	New	+$5.52M	0.01%	1023
2025 Q2	–	Sell	-35,846	Closed	-$417K	–	2269
2025 Q1	$417K	Sell	35,846 -3,754	-9%	-$54.1K	﹤0.01%	1937
2024 Q4	$610K	Sell	39,600 -44,900	-53%	-$583K	﹤0.01%	1795
2024 Q3	$664K	Buy	+84,500	New	+$614K	﹤0.01%	1776
2022 Q2	–	Sell	-33,631	Closed	-$318K	–	2401
2022 Q1	$318K	Buy	33,631 +8,807	+35%	+$101K	﹤0.01%	2215
2021 Q4	$393K	Buy	+24,824	New	+$456K	﹤0.01%	2294

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Allianz Asset Management reduced its SoFi Technologies (SOFI) stake by 19% in Q2 2026, selling an estimated $121K and leaving 30,567 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Allianz Asset Management first reported a position in SOFI in Q4 2021 and has held it in 8 quarters since. The position peaked at $6.15M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Allianz Asset Management held 30,567 shares of SoFi Technologies worth $486K as of Q2 2026.
Allianz Asset Management sold 7,150 SoFi Technologies shares in Q2 2026, an estimated $121K.
SoFi Technologies made up ﹤0.01% of Allianz Asset Management's portfolio in Q2 2026, its #1947 holding.
Allianz Asset Management first reported a position in SoFi Technologies in Q4 2021 and has held it in 8 quarters since.
Allianz Asset Management's SoFi Technologies position peaked at $6.15M in Q3 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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