Daiwa Securities Group
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Daiwa Securities Group’s SoFi Technologies SOFI Stock Holding History

Daiwa Securities Group’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 		$2.69M Sell
150,214
-2,728,772
-95% -$46.2M 0.01% 638
2026
Q1 		$45.7M Buy
2,878,986
+2,776,986
+2,723% +$58.5M 0.13% 93
2025
Q4 		$2.67M Buy
102,000
+6,100
+6% +$170K 0.01% 597
2025
Q3 		$2.53M Buy
+95,900
New +$2.28M 0.01% 581
2024
Q2 		– Sell
-9,735
Closed -$71K – 1364
2024
Q1 		$71K Sell
9,735
-636
-6% -$5.05K ﹤0.01% 1078
2023
Q4 		$103K Buy
+10,371
New +$82.4K ﹤0.01% 1013
2023
Q3 		– Sell
-11,646
Closed -$97K – 1333
2023
Q2 		$97K Sell
11,646
-22,150
-66% -$144K ﹤0.01% 1014
2023
Q1 		$205K Buy
33,796
+9,680
+40% +$58.7K ﹤0.01% 929
2022
Q4 		$111K Hold
24,116
– – ﹤0.01% 983
2022
Q3 		$118K Sell
24,116
-2,260
-9% -$14.3K ﹤0.01% 993
2022
Q2 		$139K Sell
26,376
-24,435
-48% -$165K ﹤0.01% 993
2022
Q1 		$480K Buy
50,811
+6,821
+16% +$78.3K ﹤0.01% 866
2021
Q4 		$696K Sell
43,990
-256,010
-85% -$4.7M ﹤0.01% 790
2021
Q3 		$4.76M Buy
+300,000
New +$4.7M 0.03% 273

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

Daiwa Securities Group's SOFI Position: Q2 2026 in Review

Daiwa Securities Group reduced its SoFi Technologies (SOFI) stake by 95% in Q2 2026, selling an estimated $46.2M and leaving 150,214 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #638.

Daiwa Securities Group first reported a position in SOFI in Q3 2021 and has held it in 14 quarters since. The position peaked at $45.7M in Q1 2026. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Daiwa Securities Group held 150,214 shares of SoFi Technologies worth $2.69M as of Q2 2026.
  • Daiwa Securities Group sold 2,728,772 SoFi Technologies shares in Q2 2026, an estimated $46.2M.
  • SoFi Technologies made up 0.01% of Daiwa Securities Group's portfolio in Q2 2026, its #638 holding.
  • Daiwa Securities Group first reported a position in SoFi Technologies in Q3 2021 and has held it in 14 quarters since.
  • Daiwa Securities Group's SoFi Technologies position peaked at $45.7M in Q1 2026.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.