Caitong International Asset Management’s SoFi Technologies SOFI Stock Holding History

Caitong International Asset Management’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	$11.2K	Sell	627 -12,283	-95%	-$208K	﹤0.01%	1136
2026 Q1	$205K	Buy	+12,910	New	+$272K	0.04%	375
2025 Q4	–	Sell	-21,075	Closed	-$557K	–	2338
2025 Q3	$557K	Sell	21,075 -74,670	-78%	-$1.77M	0.39%	28
2025 Q2	$1.74M	Buy	95,745 +95,727	+531,817%	+$1.26M	1.25%	14
2025 Q1	$209	Sell	18 -21	-54%	-$303	﹤0.01%	1913
2024 Q4	$601	Buy	+39	New	+$507	﹤0.01%	1431

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Caitong International Asset Management's SOFI Position: Q2 2026 in Review

Caitong International Asset Management reduced its SoFi Technologies (SOFI) stake by 95% in Q2 2026, selling an estimated $208K and leaving 627 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Caitong International Asset Management first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.74M in Q2 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Caitong International Asset Management held 627 shares of SoFi Technologies worth $11.2K as of Q2 2026.
Caitong International Asset Management sold 12,283 SoFi Technologies shares in Q2 2026, an estimated $208K.
SoFi Technologies made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #1136 holding.
Caitong International Asset Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
Caitong International Asset Management's SoFi Technologies position peaked at $1.74M in Q2 2025.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.