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Amalgamated Bank’s SoFi Technologies SOFI Stock Holding History

Amalgamated Bank’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 		$1.09M Sell
60,991
-5,770
-9% -$97.8K 0.01% 1066
2026
Q1 		$1.06M Sell
66,761
-2,115
-3% -$44.6K 0.01% 1044
2025
Q4 		$1.8M Buy
68,876
+7,296
+12% +$203K 0.01% 861
2025
Q3 		$1.63M Buy
61,580
+3,137
+5% +$74.4K 0.01% 887
2025
Q2 		$1.06M Sell
58,443
-625
-1% -$8.24K 0.01% 1023
2025
Q1 		$687K Buy
59,068
+2,051
+4% +$29.6K 0.01% 1148
2024
Q4 		$878K Hold
57,017
– – 0.01% 1097
2024
Q3 		$448K Sell
57,017
-1,512
-3% -$11K ﹤0.01% 1340
2024
Q2 		$387K Buy
58,529
+5,661
+11% +$39.9K ﹤0.01% 1397
2024
Q1 		$386K Sell
52,868
-78,517
-60% -$624K ﹤0.01% 1408
2023
Q4 		$1.31M Sell
131,385
-7,103
-5% -$56.5K 0.01% 1058
2023
Q3 		$1.11M Buy
138,488
+8,262
+6% +$72.7K 0.01% 1075
2023
Q2 		$1.09M Buy
130,226
+1,124
+0.9% +$7.33K 0.01% 1107
2023
Q1 		$784K Sell
129,102
-20,118
-13% -$122K 0.01% 1206
2022
Q4 		$688K Buy
149,220
+4,029
+3% +$20K 0.01% 1311
2022
Q3 		$709K Buy
145,191
+1,884
+1% +$11.9K 0.01% 1251
2022
Q2 		$755K Buy
+143,307
New +$968K 0.01% 1261

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Amalgamated Bank's SOFI Position: Q2 2026 in Review

Amalgamated Bank reduced its SoFi Technologies (SOFI) stake by 8.6% in Q2 2026, selling an estimated $97.8K and leaving 60,991 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1066.

Amalgamated Bank first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.8M in Q4 2025. 547 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Amalgamated Bank held 60,991 shares of SoFi Technologies worth $1.09M as of Q2 2026.
  • Amalgamated Bank sold 5,770 SoFi Technologies shares in Q2 2026, an estimated $97.8K.
  • SoFi Technologies made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1066 holding.
  • Amalgamated Bank first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • Amalgamated Bank's SoFi Technologies position peaked at $1.8M in Q4 2025.
  • 547 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.