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E. Ohman J:or Asset Management’s SoFi Technologies SOFI Stock Holding History

E. Ohman J:or 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 		$532K Hold
29,677
– – 0.01% 408
2026
Q1 		$471K Hold
29,677
– – 0.01% 409
2025
Q4 		$777K Buy
+29,677
New +$827K 0.02% 342

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 $3.38T AUM 44.17% 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

E. Ohman J:or Asset Management's SOFI Position: Q2 2026 in Review

E. Ohman J:or Asset Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 29,677 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #408.

E. Ohman J:or Asset Management first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $777K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • E. Ohman J:or Asset Management held 29,677 shares of SoFi Technologies worth $532K as of Q2 2026.
  • E. Ohman J:or Asset Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #408 holding.
  • E. Ohman J:or Asset Management first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • E. Ohman J:or Asset Management's SoFi Technologies position peaked at $777K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.