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	–	Sell	-347,000	Closed	-$9.08M	–	3817
2025 Q4	$9.08M	Buy	347,000 +237,000	+215%	+$6.6M	﹤0.01%	1906
2025 Q3	$2.91M	Buy	+110,000	New	+$2.61M	﹤0.01%	2470

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 $3.37T AUM 44.26% 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

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.