Asset Management One
SOFI icon

Asset Management One’s SoFi Technologies SOFI Stock Holding History

Asset Management One’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 		$8.53M Sell
475,538
-2,140
-0.4% -$36.3K 0.02% 507
2026
Q1 		$7.59M Buy
477,678
+26,541
+6% +$559K 0.02% 514
2025
Q4 		$12.1M Buy
451,137
+28,862
+7% +$804K 0.03% 412
2025
Q3 		$11.2M Buy
422,275
+414,801
+5,550% +$9.84M 0.03% 422
2025
Q2 		$136K Sell
7,474
-640
-8% -$8.44K ﹤0.01% 894
2025
Q1 		$94.4K Buy
8,114
+2,880
+55% +$41.5K ﹤0.01% 923
2024
Q4 		$83.6K Sell
5,234
-2,111
-29% -$27.4K ﹤0.01% 911
2024
Q3 		$57.7K Sell
7,345
-575
-7% -$4.18K ﹤0.01% 933
2024
Q2 		$52.4K Buy
7,920
+123
+2% +$867 ﹤0.01% 935
2024
Q1 		$56.9K Buy
7,797
+1,376
+21% +$10.9K ﹤0.01% 947
2023
Q4 		$66K Buy
6,421
+257
+4% +$2.04K ﹤0.01% 931
2023
Q3 		$49.3K Sell
6,164
-557
-8% -$4.9K ﹤0.01% 967
2023
Q2 		$56.1K Sell
6,721
-2,644
-28% -$17.2K ﹤0.01% 965
2023
Q1 		$56.8K Sell
9,365
-2,914
-24% -$17.7K ﹤0.01% 959
2022
Q4 		$56.4K Buy
12,279
+2,979
+32% +$14.8K ﹤0.01% 963
2022
Q3 		$45K Buy
9,300
+3
+0% +$19 ﹤0.01% 988
2022
Q2 		$48K Sell
9,297
-210,626
-96% -$1.42M ﹤0.01% 986
2022
Q1 		$2.08M Sell
219,923
-7,297
-3% -$83.8K 0.01% 791
2021
Q4 		$3.3M Buy
227,220
+221,332
+3,759% +$4.06M 0.01% 754
2021
Q3 		$93K Buy
5,888
+1,542
+35% +$24.2K ﹤0.01% 987
2021
Q2 		$83K Buy
+4,346
New +$80.6K ﹤0.01% 1020

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

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

Asset Management One reduced its SoFi Technologies (SOFI) stake by 0.45% in Q2 2026, selling an estimated $36.3K and leaving 475,538 shares worth $8.53M. The position accounts for 0.02% of the portfolio, ranked #507.

Asset Management One first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $12.1M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Asset Management One held 475,538 shares of SoFi Technologies worth $8.53M as of Q2 2026.
  • Asset Management One sold 2,140 SoFi Technologies shares in Q2 2026, an estimated $36.3K.
  • SoFi Technologies made up 0.02% of Asset Management One's portfolio in Q2 2026, its #507 holding.
  • Asset Management One first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
  • Asset Management One's SoFi Technologies position peaked at $12.1M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.