Osaic Holdings
SOFI icon

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 		$167K Buy
8,745
+4,815
+123% +$81.6K ﹤0.01% 4566
2026
Q1 		$69.4K Buy
+3,930
New +$82.8K ﹤0.01% 4957
2024
Q4 		– Sell
-5
Closed -$1.52K – 7611
2024
Q3 		$1.52K Hold
5
– – ﹤0.01% 6711
2024
Q2 		$1.03K Hold
5
– – ﹤0.01% 6807
2024
Q1 		$1.51K Hold
5
– – ﹤0.01% 6570
2023
Q4 		$2.85K Sell
5
-5
-50% -$40 ﹤0.01% 6391
2023
Q3 		$2.08K Hold
10
– – ﹤0.01% 6616
2023
Q2 		$2.49K Buy
10
+5
+100% +$33 ﹤0.01% 6585
2023
Q1 		$100 Buy
+5
New +$30 ﹤0.01% 7334
2022
Q2 		– Sell
-5
Closed -$1K – 7575
2022
Q1 		$1K Hold
5
– – ﹤0.01% 7116
2021
Q4 		$3K Buy
+5
New +$92 ﹤0.01% 6907

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.