Fisher Asset Management
SOFI icon

Fisher Asset Management’s SoFi Technologies SOFI Stock Holding History

Fisher 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
2025
Q2 		– Sell
-10,540
Closed -$123K – 1071
2025
Q1 		$123K Buy
+10,540
New +$152K ﹤0.01% 986

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management's SOFI Position: Q2 2025 in Review

Fisher Asset Management sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 10,540 shares — an estimated $123K sold.

Fisher Asset Management first reported a position in SOFI in Q1 2025 and held it in 1 quarter. The position peaked at $123K in Q1 2025. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Fisher Asset Management reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Fisher Asset Management sold 10,540 SoFi Technologies shares in Q2 2025, an estimated $123K.
  • Fisher Asset Management first reported a position in SoFi Technologies in Q1 2025 and held it in 1 quarter.
  • Fisher Asset Management's SoFi Technologies position peaked at $123K in Q1 2025.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.