Osaic Holdings
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Osaic Holdings’s SoFi Technologies SOFI Stock Holding History

Osaic Holdings’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 		$16.7M Buy
931,407
+241,178
+35% +$4.09M 0.02% 742
2026
Q1 		$11M Buy
690,229
+153,978
+29% +$3.25M 0.02% 857
2025
Q4 		$14M Sell
536,251
-35,094
-6% -$978K 0.02% 746
2025
Q3 		$14.9M Buy
571,345
+83,883
+17% +$1.99M 0.02% 770
2025
Q2 		$8.88M Sell
487,462
-6,619
-1% -$87.3K 0.02% 896
2025
Q1 		$5.75M Buy
494,081
+111,249
+29% +$1.6M 0.01% 974
2024
Q4 		$5.89M Sell
382,832
-62,276
-14% -$809K 0.01% 945
2024
Q3 		$3.5M Sell
445,108
-24,952
-5% -$181K 0.01% 1293
2024
Q2 		$3.11M Buy
470,060
+2,973
+0.6% +$21K 0.01% 1326
2024
Q1 		$3.41M Buy
467,087
+37,760
+9% +$300K 0.01% 1303
2023
Q4 		$4.27M Sell
429,327
-281,813
-40% -$2.24M 0.01% 1302
2023
Q3 		$5.68M Buy
711,140
+83,935
+13% +$738K 0.01% 1236
2023
Q2 		$5.24M Sell
627,205
-79,037
-11% -$515K 0.01% 1147
2023
Q1 		$4.27M Buy
706,242
+20,505
+3% +$124K 0.01% 1268
2022
Q4 		$3.16M Buy
685,737
+119,213
+21% +$591K 0.01% 1403
2022
Q3 		$2.77M Sell
566,524
-28,866
-5% -$183K 0.01% 1397
2022
Q2 		$3.15M Buy
595,390
+206,106
+53% +$1.39M 0.01% 1337
2022
Q1 		$3.68M Buy
389,284
+52,728
+16% +$606K 0.01% 1434
2021
Q4 		$5.32M Buy
336,556
+108,568
+48% +$1.99M 0.01% 1062
2021
Q3 		$3.63M Buy
227,988
+119,409
+110% +$1.87M 0.01% 1273
2021
Q2 		$2.08M Sell
108,579
-24,963
-19% -$463K ﹤0.01% 1678
2021
Q1 		$2.29M Buy
133,542
+127,967
+2,295% +$2.53M 0.01% 1498
2020
Q4 		$69K Buy
+5,575
New +$62.9K ﹤0.01% 4325

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

Osaic Holdings's SOFI Position: Q2 2026 in Review

Osaic Holdings increased its SoFi Technologies (SOFI) stake by 35% in Q2 2026, buying an estimated $4.09M and bringing the position to 931,407 shares worth $16.7M. The position accounts for 0.02% of the portfolio, ranked #742.

Osaic Holdings first reported a position in SOFI in Q4 2020 and has held it in 23 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Osaic Holdings held 931,407 shares of SoFi Technologies worth $16.7M as of Q2 2026.
  • Osaic Holdings bought 241,178 SoFi Technologies shares in Q2 2026, an estimated $4.09M.
  • SoFi Technologies made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #742 holding.
  • Osaic Holdings first reported a position in SoFi Technologies in Q4 2020 and has held it in 23 quarters since.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.