LBP AM
SOFI icon

LBP AM’s SoFi Technologies SOFI Stock Holding History

LBP AM’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
Q3 		$1.72M Buy
+109,398
New +$1.93M 0.02% 365

Other funds holding SOFI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LBP AM's SOFI Position: Q3 2026 in Review

LBP AM opened a new position in SoFi Technologies (SOFI) in Q3 2026: 109,398 shares worth $1.72M. The stake represents 0.02% of the portfolio and ranks #365 among its holdings.

489 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • LBP AM held 109,398 shares of SoFi Technologies worth $1.72M as of Q3 2026.
  • SoFi Technologies was a new LBP AM position in Q3 2026.
  • SoFi Technologies made up 0.02% of LBP AM's portfolio in Q3 2026, its #365 holding.
  • 489 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on LBP AM's 13F filing for Q3 2026, filed 6 Nov 2026.