Daiwa Securities Group
SOFI icon

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 		– Sell
-2,750,000
Closed -$6.62M – 1247
2026
Q1 		$6.62M Buy
+2,750,000
New +$58M 0.02% 399
2021
Q4 		– Sell
-3,000
Closed -$174K – 1439
2021
Q3 		$174K Buy
+3,000
New +$47K ﹤0.01% 954

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.