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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
Q4 		– Sell
-82
Closed -$2K – 1433
2025
Q3 		$2K Buy
+82
New +$1.95K ﹤0.01% 1077
2023
Q1 		– Sell
-787
Closed -$3K – 717
2022
Q4 		$3K Buy
+787
New +$3.9K ﹤0.01% 401

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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. 612 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.
  • 612 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.