DZ Bank’s SoFi Technologies SOFI Stock Holding History

DZ Bank’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	$6.85M	Buy	+382,310	New	+$6.48M	0.01%	464
2026 Q1	–	Sell	-9,525	Closed	-$249K	–	1055
2025 Q4	$249K	Buy	9,525 +2,340	+33%	+$65.2K	﹤0.01%	854
2025 Q3	$190K	Buy	+7,185	New	+$170K	﹤0.01%	860

Other funds holding SOFI

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

Norges Bank Oslo, Norway $1T AUM

DZ Bank's SOFI Position: Q2 2026 in Review

DZ Bank opened a new position in SoFi Technologies (SOFI) in Q2 2026: 382,310 shares worth $6.85M. The stake represents 0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: DZ Bank previously reported a position in SOFI as recently as Q4 2025.

DZ Bank first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

DZ Bank held 382,310 shares of SoFi Technologies worth $6.85M as of Q2 2026.
SoFi Technologies was a new DZ Bank position in Q2 2026.
SoFi Technologies made up 0.01% of DZ Bank's portfolio in Q2 2026, its #464 holding.
DZ Bank first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.