B. Metzler seel. Sohn & Co’s SoFi Technologies SOFI Stock Holding History

B. Metzler seel. Sohn & Co’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	$551K	Hold	30,713	–	–	﹤0.01%	649
2026 Q1	$488K	Sell	30,713 -301,313	-91%	-$6.35M	﹤0.01%	641
2025 Q4	$8.8M	Sell	332,026 -32,773	-9%	-$913K	0.08%	133
2025 Q3	$9.64M	Sell	364,799 -59,201	-14%	-$1.4M	0.09%	120
2025 Q2	$7.72M	Buy	+424,000	New	+$5.59M	0.07%	132
2022 Q2	–	Sell	-11,849	Closed	-$112K	–	766
2022 Q1	$112K	Hold	11,849	–	–	﹤0.01%	758
2021 Q4	$189K	Buy	+11,849	New	+$217K	﹤0.01%	706

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

B. Metzler seel. Sohn & Co's SOFI Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co held its SoFi Technologies (SOFI) position steady in Q2 2026 at 30,713 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

B. Metzler seel. Sohn & Co first reported a position in SOFI in Q4 2021 and has held it in 7 quarters since. The position peaked at $9.64M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

B. Metzler seel. Sohn & Co held 30,713 shares of SoFi Technologies worth $551K as of Q2 2026.
B. Metzler seel. Sohn & Co left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #649 holding.
B. Metzler seel. Sohn & Co first reported a position in SoFi Technologies in Q4 2021 and has held it in 7 quarters since.
B. Metzler seel. Sohn & Co's SoFi Technologies position peaked at $9.64M in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.