Nisa Investment Advisors
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Nisa Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Nisa Investment Advisors’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 		$2.34M Sell
130,641
-6,316
-5% -$107K 0.01% 588
2026
Q1 		$2.17M Sell
136,957
-24,654
-15% -$520K 0.01% 592
2025
Q4 		$4.23M Buy
161,611
+14,786
+10% +$412K 0.01% 452
2025
Q3 		$3.88M Buy
146,825
+5,125
+4% +$122K 0.02% 462
2025
Q2 		$2.58M Hold
141,700
– – 0.01% 571
2025
Q1 		$1.65M Hold
141,700
– – 0.01% 695
2024
Q4 		$2.18M Hold
141,700
– – 0.01% 656
2024
Q3 		$1.11M Sell
141,700
-3,000
-2% -$21.8K 0.01% 830
2024
Q2 		$956K Sell
144,700
-75,000
-34% -$529K 0.01% 893
2024
Q1 		$1.6M Hold
219,700
– – 0.01% 749
2023
Q4 		$2.19M Sell
219,700
-22,000
-9% -$175K 0.02% 638
2023
Q3 		$1.93M Hold
241,700
– – 0.01% 679
2023
Q2 		$2.02M Buy
241,700
+137,200
+131% +$894K 0.01% 676
2023
Q1 		$634K Buy
104,500
+54,200
+108% +$329K 0.01% 989
2022
Q4 		$232K Sell
50,300
-227,700
-82% -$1.13M ﹤0.01% 1322
2022
Q3 		$1.36M Buy
+278,000
New +$1.76M 0.01% 733

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

Nisa Investment Advisors's SOFI Position: Q2 2026 in Review

Nisa Investment Advisors reduced its SoFi Technologies (SOFI) stake by 4.6% in Q2 2026, selling an estimated $107K and leaving 130,641 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #588.

Nisa Investment Advisors first reported a position in SOFI in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.23M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Nisa Investment Advisors held 130,641 shares of SoFi Technologies worth $2.34M as of Q2 2026.
  • Nisa Investment Advisors sold 6,316 SoFi Technologies shares in Q2 2026, an estimated $107K.
  • SoFi Technologies made up 0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #588 holding.
  • Nisa Investment Advisors first reported a position in SoFi Technologies in Q3 2022 and has held it in 16 quarters since.
  • Nisa Investment Advisors's SoFi Technologies position peaked at $4.23M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.