Allianz Asset Management

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 Q1	$599K	Buy	+37,717	New	+$795K	﹤0.01%	1820
2025 Q4	–	Sell	-232,827	Closed	-$6.15M	–	2092
2025 Q3	$6.15M	Buy	+232,827	New	+$5.52M	0.01%	1023
2025 Q2	–	Sell	-35,846	Closed	-$417K	–	2273
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	–	2407
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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return