Mitsubishi UFJ Trust & Banking’s SoFi Technologies SOFI Stock Holding History

Mitsubishi UFJ Trust & Banking’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	$9.21M	Sell	513,757 -5,544	-1%	-$93.9K	0.02%	536
2026 Q1	$8.25M	Buy	519,301 +46,185	+10%	+$974K	0.02%	541
2025 Q4	$12.4M	Buy	473,116 +25,973	+6%	+$724K	0.03%	468
2025 Q3	$11.8M	Buy	+447,143	New	+$10.6M	0.03%	519
2022 Q2	–	Sell	-244,211	Closed	-$2.31M	–	1306
2022 Q1	$2.31M	Sell	244,211 -10,728	-4%	-$123K	0.01%	785
2021 Q4	$4.03M	Buy	+254,939	New	+$4.68M	0.01%	754

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

Mitsubishi UFJ Trust & Banking's SOFI Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its SoFi Technologies (SOFI) stake by 1.1% in Q2 2026, selling an estimated $93.9K and leaving 513,757 shares worth $9.21M. The position accounts for 0.02% of the portfolio, ranked #536.

Mitsubishi UFJ Trust & Banking first reported a position in SOFI in Q4 2021 and has held it in 6 quarters since. The position peaked at $12.4M in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Mitsubishi UFJ Trust & Banking held 513,757 shares of SoFi Technologies worth $9.21M as of Q2 2026.
Mitsubishi UFJ Trust & Banking sold 5,544 SoFi Technologies shares in Q2 2026, an estimated $93.9K.
SoFi Technologies made up 0.02% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #536 holding.
Mitsubishi UFJ Trust & Banking first reported a position in SoFi Technologies in Q4 2021 and has held it in 6 quarters since.
Mitsubishi UFJ Trust & Banking's SoFi Technologies position peaked at $12.4M in Q4 2025.
915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.