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Jefferies Financial Group’s SoFi Technologies SOFI Stock Holding History

Jefferies Financial Group’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 		$4.93M Buy
275,000
+75,000
+38% +$1.27M 0.03% 391
2026
Q1 		$3.18M Buy
200,000
+108,900
+120% +$2.3M 0.02% 456
2025
Q4 		$2.38M Buy
+91,100
New +$2.54M 0.01% 735
2023
Q1 		– Sell
-27,800
Closed -$128K – 1964
2022
Q4 		$128K Buy
+27,800
New +$138K ﹤0.01% 1345

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

Jefferies Financial Group's SOFI Position: Q2 2026 in Review

Jefferies Financial Group reduced its SoFi Technologies (SOFI) stake by 15% in Q2 2026, selling an estimated $2.89M and leaving 964,203 shares worth $17.3M. The position accounts for 0.11% of the portfolio, ranked #162.

Jefferies Financial Group first reported a position in SOFI in Q4 2022 and has held it in 10 quarters since. The position peaked at $18M in Q1 2026. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Jefferies Financial Group held 964,203 shares of SoFi Technologies worth $17.3M as of Q2 2026.
  • Jefferies Financial Group sold 170,602 SoFi Technologies shares in Q2 2026, an estimated $2.89M.
  • SoFi Technologies made up 0.11% of Jefferies Financial Group's portfolio in Q2 2026, its #162 holding.
  • Jefferies Financial Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 10 quarters since.
  • Jefferies Financial Group's SoFi Technologies position peaked at $18M in Q1 2026.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.