FNY Investment Advisers’s SoFi Technologies SOFI Stock Holding History

FNY Investment Advisers’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	$13K	Buy	+750	New	+$12.7K	﹤0.01%	587
2025 Q4	–	Sell	-28,634	Closed	-$756K	–	1432
2025 Q3	$756K	Buy	28,634 +28,621	+220,162%	+$679K	0.24%	128
2025 Q2	$0	Buy	+13	New	+$171	﹤0.01%	1174
2025 Q1	–	Sell	-2,167	Closed	-$33K	–	969
2024 Q4	$33K	Buy	+2,167	New	+$28.1K	0.02%	378
2023 Q2	–	Sell	-1,220	Closed	-$7K	–	688
2023 Q1	$7K	Sell	1,220 -79,521	-98%	-$482K	0.01%	373
2022 Q4	$372K	Buy	80,741 +52,111	+182%	+$258K	0.52%	42
2022 Q3	$139K	Buy	+28,630	New	+$181K	0.1%	125
2022 Q2	–	Sell	-5,000	Closed	-$33.8K	–	884
2022 Q1	$47K	Hold	5,000	–	–	0.04%	258
2021 Q4	$79K	Buy	+5,000	New	+$91.8K	0.04%	223
2021 Q3	–	Sell	-76,200	Closed	-$1.46M	–	911
2021 Q2	$1.46M	Buy	76,200 +66,200	+662%	+$1.23M	0.58%	43
2021 Q1	$171K	Sell	10,000 -35,100	-78%	-$693K	0.06%	212
2020 Q4	$561K	Buy	+45,100	New	+$509K	0.15%	131

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

FNY Investment Advisers's SOFI Position: Q2 2026 in Review

FNY Investment Advisers opened a new position in SoFi Technologies (SOFI) in Q2 2026: 750 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in SOFI as recently as Q3 2025.

FNY Investment Advisers first reported a position in SOFI in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.46M in Q2 2021. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

FNY Investment Advisers held 750 shares of SoFi Technologies worth $13K as of Q2 2026.
SoFi Technologies was a new FNY Investment Advisers position in Q2 2026.
SoFi Technologies made up ﹤0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #587 holding.
FNY Investment Advisers first reported a position in SoFi Technologies in Q4 2020 and has held it in 12 quarters since.
FNY Investment Advisers's SoFi Technologies position peaked at $1.46M in Q2 2021.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.