New York State Common Retirement Fund
SOFI icon

New York State Common Retirement Fund’s SoFi Technologies SOFI Stock Holding History

New York State Common Retirement Fund’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 		$11.2M Buy
623,987
+49,100
+9% +$832K 0.01% 723
2026
Q1 		$9.13M Buy
574,887
+25,000
+5% +$527K 0.01% 768
2025
Q4 		$14.4M Hold
549,887
– – 0.02% 555
2025
Q3 		$14.5M Sell
549,887
-7,100
-1% -$168K 0.02% 577
2025
Q2 		$10.1M Hold
556,987
– – 0.01% 739
2025
Q1 		$6.48M Buy
556,987
+13,000
+2% +$187K 0.01% 929
2024
Q4 		$8.38M Sell
543,987
-25,000
-4% -$325K 0.01% 874
2024
Q3 		$4.47M Sell
568,987
-124,900
-18% -$908K 0.01% 1143
2024
Q2 		$4.59M Buy
693,887
+69,087
+11% +$487K 0.01% 1168
2024
Q1 		$4.56M Sell
624,800
-80,400
-11% -$639K 0.01% 1155
2023
Q4 		$7.02M Sell
705,200
-59,559
-8% -$473K 0.01% 980
2023
Q3 		$6.11M Sell
764,759
-158,307
-17% -$1.39M 0.01% 1026
2023
Q2 		$7.7M Buy
923,066
+111,266
+14% +$725K 0.01% 993
2023
Q1 		$4.93M Sell
811,800
-10,200
-1% -$61.9K 0.01% 1170
2022
Q4 		$3.79M Hold
822,000
– – 0.01% 1309
2022
Q3 		$4.01M Sell
822,000
-48,800
-6% -$309K 0.01% 1268
2022
Q2 		$4.59M Buy
+870,800
New +$5.88M 0.01% 1233
2021
Q3 		– Sell
-287,183
Closed -$5.5M – 3507
2021
Q2 		$5.5M Buy
+287,183
New +$5.32M 0.01% 1298

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

New York State Common Retirement Fund's SOFI Position: Q2 2026 in Review

New York State Common Retirement Fund increased its SoFi Technologies (SOFI) stake by 8.5% in Q2 2026, buying an estimated $832K and bringing the position to 623,987 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #723.

New York State Common Retirement Fund first reported a position in SOFI in Q2 2021 and has held it in 18 quarters since. The position peaked at $14.5M in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • New York State Common Retirement Fund held 623,987 shares of SoFi Technologies worth $11.2M as of Q2 2026.
  • New York State Common Retirement Fund bought 49,100 SoFi Technologies shares in Q2 2026, an estimated $832K.
  • SoFi Technologies made up 0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #723 holding.
  • New York State Common Retirement Fund first reported a position in SoFi Technologies in Q2 2021 and has held it in 18 quarters since.
  • New York State Common Retirement Fund's SoFi Technologies position peaked at $14.5M in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.