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Harel Insurance Investments & Financial Services’s SoFi Technologies SOFI Stock Holding History

Harel Insurance Investments & Financial Services’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 		$188K Buy
10,573
+3,307
+46% +$56K ﹤0.01% 342
2026
Q1 		$114K Buy
+7,266
New +$153K ﹤0.01% 358
2024
Q2 		– Sell
-24,481
Closed -$179K – 577
2024
Q1 		$179K Buy
+24,481
New +$194K ﹤0.01% 259

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SOFI Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its SoFi Technologies (SOFI) stake by 46% in Q2 2026, buying an estimated $56K and bringing the position to 10,573 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Harel Insurance Investments & Financial Services first reported a position in SOFI in Q1 2024 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 10,573 shares of SoFi Technologies worth $188K as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 3,307 SoFi Technologies shares in Q2 2026, an estimated $56K.
  • SoFi Technologies made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #342 holding.
  • Harel Insurance Investments & Financial Services first reported a position in SoFi Technologies in Q1 2024 and has held it in 3 quarters since.
  • 541 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.