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SOFI icon

IFM Investors’s SoFi Technologies SOFI Stock Holding History

IFM Investors’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 		$5.13M Buy
285,967
+39,874
+16% +$676K 0.03% 410
2026
Q1 		$3.91M Buy
246,093
+24,054
+11% +$507K 0.03% 435
2025
Q4 		$5.81M Buy
222,039
+12,249
+6% +$341K 0.05% 326
2025
Q3 		$5.87M Buy
+209,790
New +$4.98M 0.05% 309
2022
Q2 		– Sell
-77,796
Closed -$735K – 654
2022
Q1 		$735K Buy
77,796
+18,553
+31% +$213K 0.01% 599
2021
Q4 		$937K Buy
+59,243
New +$1.09M 0.02% 581

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

IFM Investors's SOFI Position: Q2 2026 in Review

IFM Investors increased its SoFi Technologies (SOFI) stake by 16% in Q2 2026, buying an estimated $676K and bringing the position to 285,967 shares worth $5.13M. The position accounts for 0.03% of the portfolio, ranked #410.

IFM Investors first reported a position in SOFI in Q4 2021 and has held it in 6 quarters since. The position peaked at $5.87M in Q3 2025. 243 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • IFM Investors held 285,967 shares of SoFi Technologies worth $5.13M as of Q2 2026.
  • IFM Investors bought 39,874 SoFi Technologies shares in Q2 2026, an estimated $676K.
  • SoFi Technologies made up 0.03% of IFM Investors's portfolio in Q2 2026, its #410 holding.
  • IFM Investors first reported a position in SoFi Technologies in Q4 2021 and has held it in 6 quarters since.
  • IFM Investors's SoFi Technologies position peaked at $5.87M in Q3 2025.
  • 243 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.