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Aspect Partners’s SoFi Technologies SOFI Stock Holding History

Aspect Partners’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 		$15K Sell
837
-12
-1% -$203 0.01% 227
2026
Q1 		$13.5K Sell
849
-140
-14% -$2.95K 0.01% 225
2025
Q4 		$25.9K Buy
989
+32
+3% +$892 0.01% 177
2025
Q3 		$25.3K Sell
957
-246
-20% -$5.84K 0.01% 198
2025
Q2 		$21.9K Buy
1,203
+865
+256% +$11.4K 0.01% 206
2025
Q1 		$3.93K Buy
+338
New +$4.87K ﹤0.01% 364

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

Aspect Partners's SOFI Position: Q2 2026 in Review

Aspect Partners reduced its SoFi Technologies (SOFI) stake by 1.4% in Q2 2026, selling an estimated $203 and leaving 837 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #227.

Aspect Partners first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.9K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Aspect Partners held 837 shares of SoFi Technologies worth $15K as of Q2 2026.
  • Aspect Partners sold 12 SoFi Technologies shares in Q2 2026, an estimated $203.
  • SoFi Technologies made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #227 holding.
  • Aspect Partners first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Aspect Partners's SoFi Technologies position peaked at $25.9K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.