Liontrust Investment Partners’s SoFi Technologies SOFI Stock Holding History

Liontrust Investment Partners’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	–	Sell	-186,655	Closed	-$2.96M	–	207
2026 Q1	$2.96M	Sell	186,655 -241,665	-56%	-$5.09M	0.05%	137
2025 Q4	$11.2M	Buy	428,320 +26,816	+7%	+$747K	0.17%	100
2025 Q3	$10.6M	Buy	+401,504	New	+$9.53M	0.16%	98

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 $3.38T AUM 44.17% 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

Liontrust Investment Partners's SOFI Position: Q2 2026 in Review

Liontrust Investment Partners sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 186,655 shares — an estimated $2.96M sold.

Liontrust Investment Partners first reported a position in SOFI in Q3 2025 and held it in 3 quarters. The position peaked at $11.2M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Liontrust Investment Partners reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Liontrust Investment Partners sold 186,655 SoFi Technologies shares in Q2 2026, an estimated $2.96M.
Liontrust Investment Partners first reported a position in SoFi Technologies in Q3 2025 and held it in 3 quarters.
Liontrust Investment Partners's SoFi Technologies position peaked at $11.2M in Q4 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.