Ameriprise
SOFI icon

Ameriprise’s SoFi Technologies SOFI Stock Holding History

Ameriprise’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 		$27.7M Buy
1,542,568
+361,039
+31% +$6.12M 0.01% 1293
2026
Q1 		$18.7M Sell
1,181,529
-1,015,499
-46% -$21.4M ﹤0.01% 1455
2025
Q4 		$57.5M Buy
2,197,028
+362,999
+20% +$10.1M 0.01% 801
2025
Q3 		$48.5M Sell
1,834,029
-236,405
-11% -$5.61M 0.01% 896
2025
Q2 		$37.7M Buy
2,070,434
+1,326,735
+178% +$17.5M 0.01% 1009
2025
Q1 		$8.65M Buy
743,699
+46,900
+7% +$676K ﹤0.01% 1867
2024
Q4 		$10.7M Buy
696,799
+27,367
+4% +$355K ﹤0.01% 1746
2024
Q3 		$5.26M Sell
669,432
-79,586
-11% -$578K ﹤0.01% 2339
2024
Q2 		$4.95M Sell
749,018
-87,841
-10% -$619K ﹤0.01% 2322
2024
Q1 		$6.11M Buy
836,859
+610,527
+270% +$4.85M ﹤0.01% 2207
2023
Q4 		$2.25M Buy
226,332
+29,434
+15% +$234K ﹤0.01% 2808
2023
Q3 		$1.57M Sell
196,898
-293,691
-60% -$2.58M ﹤0.01% 2942
2023
Q2 		$3.51M Buy
490,589
+305,225
+165% +$1.99M ﹤0.01% 2590
2023
Q1 		$1.13M Sell
185,364
-65,805
-26% -$399K ﹤0.01% 3095
2022
Q4 		$1.16M Sell
251,169
-171,258
-41% -$849K ﹤0.01% 3055
2022
Q3 		$2.03M Buy
422,427
+225,467
+114% +$1.43M ﹤0.01% 2775
2022
Q2 		$1.04M Sell
196,960
-143,061
-42% -$967K ﹤0.01% 3109
2022
Q1 		$3.21M Sell
340,021
-46,903
-12% -$539K ﹤0.01% 2702
2021
Q4 		$6.1M Buy
386,924
+91,943
+31% +$1.69M ﹤0.01% 2329
2021
Q3 		$4.68M Buy
+294,981
New +$4.62M ﹤0.01% 2435

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

Ameriprise's SOFI Position: Q2 2026 in Review

Ameriprise increased its SoFi Technologies (SOFI) stake by 31% in Q2 2026, buying an estimated $6.12M and bringing the position to 1,542,568 shares worth $27.7M. The position accounts for 0.01% of the portfolio, ranked #1293.

Ameriprise first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $57.5M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Ameriprise held 1,542,568 shares of SoFi Technologies worth $27.7M as of Q2 2026.
  • Ameriprise bought 361,039 SoFi Technologies shares in Q2 2026, an estimated $6.12M.
  • SoFi Technologies made up 0.01% of Ameriprise's portfolio in Q2 2026, its #1293 holding.
  • Ameriprise first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Ameriprise's SoFi Technologies position peaked at $57.5M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.