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OP Asset Management’s SoFi Technologies SOFI Stock Holding History

OP 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 		$2.62M Sell
146,056
-81,357
-36% -$1.38M 0.03% 397
2026
Q1 		$3.61M Buy
227,413
+95,117
+72% +$2M 0.04% 307
2025
Q4 		$3.46M Sell
132,296
-78,091
-37% -$2.18M 0.04% 313
2025
Q3 		$5.56M Buy
+210,387
New +$4.99M 0.07% 224

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

OP Asset Management reduced its SoFi Technologies (SOFI) stake by 36% in Q2 2026, selling an estimated $1.38M and leaving 146,056 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #397.

OP Asset Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.56M in Q3 2025. 373 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • OP Asset Management held 146,056 shares of SoFi Technologies worth $2.62M as of Q2 2026.
  • OP Asset Management sold 81,357 SoFi Technologies shares in Q2 2026, an estimated $1.38M.
  • SoFi Technologies made up 0.03% of OP Asset Management's portfolio in Q2 2026, its #397 holding.
  • OP Asset Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • OP Asset Management's SoFi Technologies position peaked at $5.56M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.