Federated Hermes
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Federated Hermes’s SoFi Technologies SOFI Stock Holding History

Federated Hermes’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 		– Sell
-253,024
Closed -$4.02M – 2172
2026
Q1 		$4.02M Buy
253,024
+140,129
+124% +$2.95M 0.01% 837
2025
Q4 		$2.96M Sell
112,895
-61,456
-35% -$1.71M ﹤0.01% 883
2025
Q3 		$4.61M Buy
174,351
+162,600
+1,384% +$3.86M 0.01% 758
2025
Q2 		$214K Buy
+11,751
New +$155K ﹤0.01% 1484
2025
Q1 		– Sell
-21,000
Closed -$323K – 2189
2024
Q4 		$323K Buy
+21,000
New +$273K ﹤0.01% 1413

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

Federated Hermes's SOFI Position: Q2 2026 in Review

Federated Hermes sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 253,024 shares — an estimated $4.02M sold.

Federated Hermes first reported a position in SOFI in Q4 2024 and held it in 5 quarters. The position peaked at $4.61M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Federated Hermes reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Federated Hermes sold 253,024 SoFi Technologies shares in Q2 2026, an estimated $4.02M.
  • Federated Hermes first reported a position in SoFi Technologies in Q4 2024 and held it in 5 quarters.
  • Federated Hermes's SoFi Technologies position peaked at $4.61M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.