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
2025 Q3	–	Sell	-109	Closed	-$1K	–	1504
2025 Q2	$1K	Buy	+109	New	+$1.44K	﹤0.01%	922
2024 Q4	–	Sell	-262	Closed	-$2K	–	919
2024 Q3	$2K	Buy	+262	New	+$1.9K	﹤0.01%	610
2024 Q1	–	Sell	-630	Closed	-$6K	–	834
2023 Q4	$6K	Buy	+630	New	+$5.01K	0.01%	344
2023 Q1	–	Sell	-2,437	Closed	-$11K	–	716
2022 Q4	$11K	Buy	+2,437	New	+$12.1K	0.02%	304
2022 Q3	–	Sell	-1,750	Closed	-$9K	–	823
2022 Q2	$9K	Buy	+1,750	New	+$11.8K	0.01%	432
2021 Q3	–	Sell	-150	Closed	-$2K	–	910
2021 Q2	$2K	Sell	150 -1,100	-88%	-$20.4K	﹤0.01%	696
2021 Q1	$21K	Buy	+1,250	New	+$24.7K	0.01%	516

Other funds holding SOFI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

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. 608 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.
608 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.