Cozad Asset Management’s SoFi Technologies SOFI Stock Holding History

Cozad 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	$378K	Hold	21,057	–	–	0.02%	351
2026 Q1	$334K	Buy	+21,057	New	+$444K	0.03%	344

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

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

Cozad Asset Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 21,057 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #351.

Cozad Asset Management first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Cozad Asset Management held 21,057 shares of SoFi Technologies worth $378K as of Q2 2026.
Cozad Asset Management left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.02% of Cozad Asset Management's portfolio in Q2 2026, its #351 holding.
Cozad Asset Management first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.