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Lewis Asset Management’s SoFi Technologies SOFI Stock Holding History

Lewis Asset Management’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 		$412K Buy
+23,000
New +$390K 0.14% 141

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Lewis Asset Management's SOFI Position: Q2 2026 in Review

Lewis Asset Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 23,000 shares worth $412K. The stake represents 0.14% of the portfolio and ranks #141 among its holdings.

357 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Lewis Asset Management held 23,000 shares of SoFi Technologies worth $412K as of Q2 2026.
  • SoFi Technologies was a new Lewis Asset Management position in Q2 2026.
  • SoFi Technologies made up 0.14% of Lewis Asset Management's portfolio in Q2 2026, its #141 holding.
  • 357 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.