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Gateway Investment Advisers’s SoFi Technologies SOFI Stock Holding History

Gateway 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 		$4.66M Buy
259,770
+90,050
+53% +$1.53M 0.05% 179
2026
Q1 		$2.7M Buy
169,720
+37,720
+29% +$795K 0.03% 212
2025
Q4 		$3.46M Hold
132,000
– – 0.03% 229
2025
Q3 		$3.49M Buy
+132,000
New +$3.13M 0.03% 221

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Gateway Investment Advisers increased its SoFi Technologies (SOFI) stake by 53% in Q2 2026, buying an estimated $1.53M and bringing the position to 259,770 shares worth $4.66M. The position accounts for 0.05% of the portfolio, ranked #179.

Gateway Investment Advisers first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Gateway Investment Advisers held 259,770 shares of SoFi Technologies worth $4.66M as of Q2 2026.
  • Gateway Investment Advisers bought 90,050 SoFi Technologies shares in Q2 2026, an estimated $1.53M.
  • SoFi Technologies made up 0.05% of Gateway Investment Advisers's portfolio in Q2 2026, its #179 holding.
  • Gateway Investment Advisers first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.