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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Daiwa Securities Group's SOFI Position: Q1 2026 in Review

Daiwa Securities Group increased its SoFi Technologies (SOFI) stake by 2,723% in Q1 2026, buying an estimated $58.5M and bringing the position to 2,878,986 shares worth $45.7M. The position accounts for 0.13% of the portfolio, ranked #93.

Daiwa Securities Group first reported a position in SOFI in Q3 2021 and has held it in 13 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Daiwa Securities Group held 2,878,986 shares of SoFi Technologies worth $45.7M as of Q1 2026.
Daiwa Securities Group bought 2,776,986 SoFi Technologies shares in Q1 2026, an estimated $58.5M.
SoFi Technologies made up 0.13% of Daiwa Securities Group's portfolio in Q1 2026, its #93 holding.
Daiwa Securities Group first reported a position in SoFi Technologies in Q3 2021 and has held it in 13 quarters since.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.