Envestnet Asset Management
SOFI icon

Envestnet Asset Management’s SoFi Technologies SOFI Stock Holding History

Envestnet 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 		$4.22M Buy
235,325
+64,378
+38% +$1.09M ﹤0.01% 2588
2026
Q1 		$2.71M Sell
170,947
-53,639
-24% -$1.13M ﹤0.01% 2778
2025
Q4 		$5.88M Buy
224,586
+36,233
+19% +$1.01M ﹤0.01% 2065
2025
Q3 		$4.98M Buy
188,353
+114,130
+154% +$2.71M ﹤0.01% 2243
2025
Q2 		$1.35M Buy
74,223
+4,505
+6% +$59.4K ﹤0.01% 3075
2025
Q1 		$811K Sell
69,718
-59,676
-46% -$860K ﹤0.01% 3331
2024
Q4 		$1.99M Sell
129,394
-69,507
-35% -$903K ﹤0.01% 2685
2024
Q3 		$1.56M Buy
198,901
+56,259
+39% +$409K ﹤0.01% 2843
2024
Q2 		$943K Sell
142,642
-1,947
-1% -$13.7K ﹤0.01% 3080
2024
Q1 		$1.06M Buy
144,589
+103,809
+255% +$824K ﹤0.01% 2991
2023
Q4 		$406K Buy
40,780
+13,047
+47% +$104K ﹤0.01% 3439
2023
Q3 		$222K Sell
27,733
-130,314
-82% -$1.15M ﹤0.01% 3695
2023
Q2 		$1.32M Buy
158,047
+97,340
+160% +$635K ﹤0.01% 2545
2023
Q1 		$368K Buy
60,707
+2,881
+5% +$17.5K ﹤0.01% 3343
2022
Q4 		$267K Sell
57,826
-22,739
-28% -$113K ﹤0.01% 3496
2022
Q3 		$393K Buy
80,565
+10,873
+16% +$68.8K ﹤0.01% 3178
2022
Q2 		$367K Buy
69,692
+14,125
+25% +$95.5K ﹤0.01% 3244
2022
Q1 		$525K Buy
55,567
+6,197
+13% +$71.2K ﹤0.01% 3097
2021
Q4 		$781K Buy
49,370
+25,852
+110% +$474K ﹤0.01% 2791
2021
Q3 		$373K Buy
+23,518
New +$369K ﹤0.01% 3158

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

Envestnet Asset Management's SOFI Position: Q2 2026 in Review

Envestnet Asset Management increased its SoFi Technologies (SOFI) stake by 38% in Q2 2026, buying an estimated $1.09M and bringing the position to 235,325 shares worth $4.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Envestnet Asset Management first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.88M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Envestnet Asset Management held 235,325 shares of SoFi Technologies worth $4.22M as of Q2 2026.
  • Envestnet Asset Management bought 64,378 SoFi Technologies shares in Q2 2026, an estimated $1.09M.
  • SoFi Technologies made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2588 holding.
  • Envestnet Asset Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Envestnet Asset Management's SoFi Technologies position peaked at $5.88M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.