Manning & Napier Advisors’s SoFi Technologies SOFI Stock Holding History

Manning & Napier Advisors’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	$6.24K	Buy	343 +322	+1,533%	+$5.46K	﹤0.01%	568
2026 Q1	$318	Sell	21 -9	-30%	-$190	﹤0.01%	599
2025 Q4	$797	Buy	+30	New	+$836	﹤0.01%	521

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

Manning & Napier Advisors's SOFI Position: Q2 2026 in Review

Manning & Napier Advisors increased its SoFi Technologies (SOFI) stake by 1,533% in Q2 2026, buying an estimated $5.46K and bringing the position to 343 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Manning & Napier Advisors first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Manning & Napier Advisors held 343 shares of SoFi Technologies worth $6.24K as of Q2 2026.
Manning & Napier Advisors bought 322 SoFi Technologies shares in Q2 2026, an estimated $5.46K.
SoFi Technologies made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q2 2026, its #568 holding.
Manning & Napier Advisors first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.