Nissay Asset Management’s SoFi Technologies SOFI Stock Holding History

Nissay Asset Management’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	$3.07M	Buy	171,111 +9,032	+6%	+$153K	0.01%	454
2026 Q1	$2.57M	Buy	162,079 +8,496	+6%	+$179K	0.01%	445
2025 Q4	$4.02M	Buy	153,583 +13,194	+9%	+$368K	0.02%	362
2025 Q3	$3.71M	Buy	+140,389	New	+$3.33M	0.02%	369
2022 Q2	–	Sell	-57,873	Closed	-$547K	–	769
2022 Q1	$547K	Buy	57,873 +2,425	+4%	+$27.9K	﹤0.01%	690
2021 Q4	$877K	Buy	+55,448	New	+$1.02M	0.01%	667

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nissay Asset Management's SOFI Position: Q2 2026 in Review

Nissay Asset Management increased its SoFi Technologies (SOFI) stake by 5.6% in Q2 2026, buying an estimated $153K and bringing the position to 171,111 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #454.

Nissay Asset Management first reported a position in SOFI in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.02M in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Nissay Asset Management held 171,111 shares of SoFi Technologies worth $3.07M as of Q2 2026.
Nissay Asset Management bought 9,032 SoFi Technologies shares in Q2 2026, an estimated $153K.
SoFi Technologies made up 0.01% of Nissay Asset Management's portfolio in Q2 2026, its #454 holding.
Nissay Asset Management first reported a position in SoFi Technologies in Q4 2021 and has held it in 6 quarters since.
Nissay Asset Management's SoFi Technologies position peaked at $4.02M in Q4 2025.
915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Nissay Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.