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
Q2 		$27.7M Sell
1,544,542
-35,046
-2% -$594K ﹤0.01% 1351
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

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 $3.37T AUM 44.26% 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

Invesco's SOFI Position: Q2 2026 in Review

Invesco reduced its SoFi Technologies (SOFI) stake by 2.2% in Q2 2026, selling an estimated $594K and leaving 1,544,542 shares worth $27.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Invesco first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $49.2M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Invesco held 1,544,542 shares of SoFi Technologies worth $27.7M as of Q2 2026.
  • Invesco sold 35,046 SoFi Technologies shares in Q2 2026, an estimated $594K.
  • SoFi Technologies made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #1351 holding.
  • Invesco first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Invesco's SoFi Technologies position peaked at $49.2M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.