Elo Mutual Pension Insurance’s SoFi Technologies SOFI Stock Holding History

Elo Mutual Pension Insurance’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	$916K	Sell	51,076 -71,067	-58%	-$1.2M	0.01%	515
2026 Q1	$1.94M	Sell	122,143 -32,366	-21%	-$682K	0.03%	377
2025 Q4	$4.05M	Buy	154,509 +77,032	+99%	+$2.15M	0.06%	237
2025 Q3	$2.05M	Buy	+77,477	New	+$1.84M	0.03%	366
2022 Q2	–	Sell	-39,926	Closed	-$377K	–	484
2022 Q1	$377K	Buy	39,926 +957	+2%	+$11K	0.01%	473
2021 Q4	$616K	Buy	+38,969	New	+$715K	0.02%	437

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 $3.38T AUM 44.17% 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

Elo Mutual Pension Insurance's SOFI Position: Q2 2026 in Review

Elo Mutual Pension Insurance reduced its SoFi Technologies (SOFI) stake by 58% in Q2 2026, selling an estimated $1.2M and leaving 51,076 shares worth $916K. The position accounts for 0.01% of the portfolio, ranked #515.

Elo Mutual Pension Insurance first reported a position in SOFI in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.05M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Elo Mutual Pension Insurance held 51,076 shares of SoFi Technologies worth $916K as of Q2 2026.
Elo Mutual Pension Insurance sold 71,067 SoFi Technologies shares in Q2 2026, an estimated $1.2M.
SoFi Technologies made up 0.01% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #515 holding.
Elo Mutual Pension Insurance first reported a position in SoFi Technologies in Q4 2021 and has held it in 6 quarters since.
Elo Mutual Pension Insurance's SoFi Technologies position peaked at $4.05M in Q4 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.