Illinois Municipal Retirement Fund’s SoFi Technologies SOFI Stock Holding History

Illinois Municipal Retirement Fund’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	$2.53M	Sell	140,864 -48,985	-26%	-$830K	0.03%	553
2026 Q1	$3.01M	Buy	189,849 +37,554	+25%	+$792K	0.04%	465
2025 Q4	$3.99M	Buy	152,295 +149	+0.1%	+$4.15K	0.05%	382
2025 Q3	$4.02M	Buy	152,146 +18,397	+14%	+$437K	0.05%	388
2025 Q2	$2.44M	Buy	133,749 +88,237	+194%	+$1.16M	0.03%	510
2025 Q1	$529K	Buy	+45,512	New	+$656K	0.01%	1178
2022 Q1	–	Sell	-18,403	Closed	-$291K	–	825
2021 Q4	$291K	Hold	18,403	–	–	0.01%	800
2021 Q3	$292K	Buy	+18,403	New	+$288K	0.01%	794

Other funds holding SOFI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Illinois Municipal Retirement Fund's SOFI Position: Q2 2026 in Review

Illinois Municipal Retirement Fund reduced its SoFi Technologies (SOFI) stake by 26% in Q2 2026, selling an estimated $830K and leaving 140,864 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #553.

Illinois Municipal Retirement Fund first reported a position in SOFI in Q3 2021 and has held it in 8 quarters since. The position peaked at $4.02M in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Illinois Municipal Retirement Fund held 140,864 shares of SoFi Technologies worth $2.53M as of Q2 2026.
Illinois Municipal Retirement Fund sold 48,985 SoFi Technologies shares in Q2 2026, an estimated $830K.
SoFi Technologies made up 0.03% of Illinois Municipal Retirement Fund's portfolio in Q2 2026, its #553 holding.
Illinois Municipal Retirement Fund first reported a position in SoFi Technologies in Q3 2021 and has held it in 8 quarters since.
Illinois Municipal Retirement Fund's SoFi Technologies position peaked at $4.02M in Q3 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q2 2026, filed 12 Aug 2026.