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International Assets Investment Management’s SoFi Technologies SOFI Stock Holding History

International Assets Investment Management’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 		$328K Buy
17,810
+4,050
+29% +$68.6K 0.02% 651
2026
Q1 		$215K Buy
13,760
+2,698
+24% +$56.9K 0.01% 781
2025
Q4 		$290K Buy
+11,062
New +$308K 0.02% 651
2024
Q4 		– Sell
-44,106
Closed -$347K – 1759
2024
Q3 		$347K Buy
44,106
+16,581
+60% +$121K 0.03% 435
2024
Q2 		$182K Buy
27,525
+3,400
+14% +$24K 0.02% 749
2024
Q1 		$174K Sell
24,125
-1,550
-6% -$12.3K 0.02% 701
2023
Q4 		$255K Buy
25,675
+3,450
+16% +$27.4K 0.03% 545
2023
Q3 		$169K Sell
22,225
-23,290
-51% -$205K 0.02% 512
2023
Q2 		$380K Sell
45,515
-64,065
-58% -$418K 0.05% 335
2023
Q1 		$665K Sell
109,580
-15,330
-12% -$93K 0.1% 212
2022
Q4 		$576K Buy
124,910
+68,250
+120% +$339K 0.06% 319
2022
Q3 		$277K Sell
56,660
-3,640
-6% -$23K 0.06% 295
2022
Q2 		$318K Buy
60,300
+11,950
+25% +$80.8K 0.03% 290
2022
Q1 		$457K Buy
48,350
+28,600
+145% +$328K 0.08% 249
2021
Q4 		$312K Buy
+19,750
New +$362K 0.05% 338
2021
Q2 		– Sell
-5,375
Closed -$64K – 1682
2021
Q1 		$64K Buy
+5,375
New +$106K 0.01% 882

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

International Assets Investment Management's SOFI Position: Q2 2026 in Review

International Assets Investment Management increased its SoFi Technologies (SOFI) stake by 29% in Q2 2026, buying an estimated $68.6K and bringing the position to 17,810 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #651.

International Assets Investment Management first reported a position in SOFI in Q1 2021 and has held it in 16 quarters since. The position peaked at $665K in Q1 2023. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • International Assets Investment Management held 17,810 shares of SoFi Technologies worth $328K as of Q2 2026.
  • International Assets Investment Management bought 4,050 SoFi Technologies shares in Q2 2026, an estimated $68.6K.
  • SoFi Technologies made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #651 holding.
  • International Assets Investment Management first reported a position in SoFi Technologies in Q1 2021 and has held it in 16 quarters since.
  • International Assets Investment Management's SoFi Technologies position peaked at $665K in Q1 2023.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.