Invesco
SOFI icon

Invesco’s SoFi Technologies SOFI Stock Holding History

Invesco’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 		$25.1M Sell
1,579,588
-61,230
-4% -$1.29M ﹤0.01% 1347
2025
Q4 		$43M Sell
1,640,818
-220,948
-12% -$6.16M 0.01% 1141
2025
Q3 		$49.2M Buy
1,861,766
+351,607
+23% +$8.34M 0.01% 1098
2025
Q2 		$27.5M Buy
1,510,159
+598,695
+66% +$7.9M ﹤0.01% 1298
2025
Q1 		$10.6M Sell
911,464
-497,337
-35% -$7.17M ﹤0.01% 1758
2024
Q4 		$21.7M Buy
1,408,801
+645,994
+85% +$8.39M ﹤0.01% 1441
2024
Q3 		$6M Sell
762,807
-5,466
-0.7% -$39.7K ﹤0.01% 2122
2024
Q2 		$5.08M Buy
768,273
+28,743
+4% +$203K ﹤0.01% 2179
2024
Q1 		$5.4M Sell
739,530
-33,317
-4% -$265K ﹤0.01% 2183
2023
Q4 		$7.69M Sell
772,847
-35,788
-4% -$284K ﹤0.01% 1982
2023
Q3 		$6.46M Buy
808,635
+74,621
+10% +$656K ﹤0.01% 2062
2023
Q2 		$6.12M Buy
734,014
+101,604
+16% +$662K ﹤0.01% 2130
2023
Q1 		$3.84M Buy
632,410
+118,185
+23% +$717K ﹤0.01% 2346
2022
Q4 		$2.37M Buy
514,225
+73,897
+17% +$367K ﹤0.01% 2579
2022
Q3 		$2.15M Sell
440,328
-28,963
-6% -$183K ﹤0.01% 2612
2022
Q2 		$2.47M Buy
469,291
+376,185
+404% +$2.54M ﹤0.01% 2607
2022
Q1 		$880K Buy
93,106
+1,339
+1% +$15.4K ﹤0.01% 3129
2021
Q4 		$1.45M Buy
+91,767
New +$1.68M ﹤0.01% 2918

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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