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Erste Asset Management’s SoFi Technologies SOFI Stock Holding History

Erste 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 		$383K Buy
+21,064
New +$357K ﹤0.01% 536
2025
Q3 		– Sell
-3,410
Closed -$62.1K – 817
2025
Q2 		$62.1K Buy
+3,410
New +$45K ﹤0.01% 848

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

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

Erste Asset Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 21,064 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Erste Asset Management previously reported a position in SOFI as recently as Q2 2025.

Erste Asset Management first reported a position in SOFI in Q2 2025 and has held it in 2 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Erste Asset Management held 21,064 shares of SoFi Technologies worth $383K as of Q2 2026.
  • SoFi Technologies was a new Erste Asset Management position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Erste Asset Management's portfolio in Q2 2026, its #536 holding.
  • Erste Asset Management first reported a position in SoFi Technologies in Q2 2025 and has held it in 2 quarters since.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.