Mizuho Markets Cayman’s SoFi Technologies SOFI Stock Holding History

Mizuho Markets Cayman’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
2025 Q4	–	Sell	-1,522	Closed	-$40.2K	–	127
2025 Q3	$40.2K	Sell	1,522 -2,498,478	-100%	-$59.3M	﹤0.01%	82
2025 Q2	$45.5M	Buy	+2,500,000	New	+$33M	3.26%	9
2023 Q2	–	Sell	-1,276,798	Closed	-$7.75M	–	131
2023 Q1	$7.75M	Buy	+1,276,798	New	+$7.74M	0.31%	41

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mizuho Markets Cayman's SOFI Position: Q4 2025 in Review

Mizuho Markets Cayman sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 1,522 shares — an estimated $40.2K sold.

Mizuho Markets Cayman first reported a position in SOFI in Q1 2023 and held it in 3 quarters. The position peaked at $45.5M in Q2 2025. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Mizuho Markets Cayman reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Mizuho Markets Cayman sold 1,522 SoFi Technologies shares in Q4 2025, an estimated $40.2K.
Mizuho Markets Cayman first reported a position in SoFi Technologies in Q1 2023 and held it in 3 quarters.
Mizuho Markets Cayman's SoFi Technologies position peaked at $45.5M in Q2 2025.
1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Mizuho Markets Cayman's 13F filing for Q4 2025, filed 6 Feb 2026.