EI
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Ethic Inc’s SoFi Technologies SOFI Stock Holding History

Ethic Inc’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 		$188K Buy
+10,510
New +$178K ﹤0.01% 1290

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

Ethic Inc's SOFI Position: Q2 2026 in Review

Ethic Inc opened a new position in SoFi Technologies (SOFI) in Q2 2026: 10,510 shares worth $188K. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings.

328 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Ethic Inc held 10,510 shares of SoFi Technologies worth $188K as of Q2 2026.
  • SoFi Technologies was a new Ethic Inc position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1290 holding.
  • 328 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.