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Nikko Asset Management Americas’s SoFi Technologies SOFI Stock Holding History

Nikko Asset Management Americas’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 		$56.1M Sell
3,132,998
-3,481
-0.1% -$59K 0.72% 38
2026
Q1 		$49.8M Sell
3,136,479
-161,725
-5% -$3.41M 0.7% 41
2025
Q4 		$86.3M Sell
3,298,204
-898,695
-21% -$25M 1% 34
2025
Q3 		$111M Buy
4,196,899
+796,939
+23% +$18.9M 1.07% 26
2025
Q2 		$61.9M Buy
3,399,960
+773,308
+29% +$10.2M 0.62% 41
2025
Q1 		$30.5M Sell
2,626,652
-5,106,191
-66% -$73.6M 0.39% 55
2024
Q4 		$119M Sell
7,732,843
-2,304,203
-23% -$29.9M 1.29% 21
2024
Q3 		$78.9M Sell
10,037,046
-1,420,894
-12% -$10.3M 0.89% 31
2024
Q2 		$75.7M Buy
11,457,940
+690,638
+6% +$4.87M 0.87% 30
2024
Q1 		$78.5M Buy
10,767,302
+6,870,610
+176% +$54.6M 0.78% 36
2023
Q4 		$38.7M Buy
3,896,692
+2,755,197
+241% +$21.9M 0.37% 52
2023
Q3 		$9.12M Buy
1,141,495
+555,985
+95% +$4.89M 0.11% 88
2023
Q2 		$4.88M Buy
+585,510
New +$3.82M 0.05% 113

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 $3.37T AUM 44.26% 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

Nikko Asset Management Americas's SOFI Position: Q2 2026 in Review

Nikko Asset Management Americas reduced its SoFi Technologies (SOFI) stake by 0.11% in Q2 2026, selling an estimated $59K and leaving 3,132,998 shares worth $56.1M. The position accounts for 0.72% of the portfolio, ranked #38.

Nikko Asset Management Americas first reported a position in SOFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $119M in Q4 2024. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Nikko Asset Management Americas held 3,132,998 shares of SoFi Technologies worth $56.1M as of Q2 2026.
  • Nikko Asset Management Americas sold 3,481 SoFi Technologies shares in Q2 2026, an estimated $59K.
  • SoFi Technologies made up 0.72% of Nikko Asset Management Americas's portfolio in Q2 2026, its #38 holding.
  • Nikko Asset Management Americas first reported a position in SoFi Technologies in Q2 2023 and has held it in 13 quarters since.
  • Nikko Asset Management Americas's SoFi Technologies position peaked at $119M in Q4 2024.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Nikko Asset Management Americas's 13F filing for Q2 2026, filed 13 Aug 2026.