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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return