Natixis
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Natixis’s SoFi Technologies SOFI Stock Holding History

Natixis’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
Q3 		$4.04M Buy
+257,040
New +$4.53M 0.01% 517
2025
Q4 		– Sell
-135,898
Closed -$3.59M – 1290
2025
Q3 		$3.59M Buy
+135,898
New +$3.22M 0.02% 488
2024
Q3 		– Sell
-44,440
Closed -$294K – 1100
2024
Q2 		$294K Buy
+44,440
New +$313K ﹤0.01% 664
2024
Q1 		– Sell
-393,961
Closed -$3.92M – 1214
2023
Q4 		$3.92M Buy
393,961
+367,635
+1,396% +$2.92M 0.03% 319
2023
Q3 		$210K Sell
26,326
-8,574
-25% -$75.4K ﹤0.01% 710
2023
Q2 		$291K Sell
34,900
-4,725
-12% -$30.8K ﹤0.01% 701
2023
Q1 		$241K Sell
39,625
-67,750
-63% -$411K ﹤0.01% 727
2022
Q4 		$495K Sell
107,375
-425
-0.4% -$2.11K ﹤0.01% 719
2022
Q3 		$538K Buy
107,800
+29,249
+37% +$185K ﹤0.01% 879
2022
Q2 		$425K Sell
78,551
-49,309
-39% -$333K ﹤0.01% 959
2022
Q1 		$1.21M Buy
127,860
+31,271
+32% +$359K ﹤0.01% 845
2021
Q4 		$1.53M Buy
96,589
+12,372
+15% +$227K 0.01% 840
2021
Q3 		$1.34M Buy
+84,217
New +$1.32M ﹤0.01% 811
2021
Q2 		– Sell
-545,143
Closed -$9.35M – 993
2021
Q1 		$9.35M Buy
+545,143
New +$10.8M 0.03% 389

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Natixis's SOFI Position: Q3 2026 in Review

Natixis opened a new position in SoFi Technologies (SOFI) in Q3 2026: 257,040 shares worth $4.04M. The stake represents 0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Natixis previously reported a position in SOFI as recently as Q3 2025.

Natixis first reported a position in SOFI in Q1 2021 and has held it in 14 quarters since. The position peaked at $9.35M in Q1 2021. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Natixis held 257,040 shares of SoFi Technologies worth $4.04M as of Q3 2026.
  • SoFi Technologies was a new Natixis position in Q3 2026.
  • SoFi Technologies made up 0.01% of Natixis's portfolio in Q3 2026, its #517 holding.
  • Natixis first reported a position in SoFi Technologies in Q1 2021 and has held it in 14 quarters since.
  • Natixis's SoFi Technologies position peaked at $9.35M in Q1 2021.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Natixis's 13F filing for Q3 2026, filed 6 Nov 2026.