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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Osaic Holdings's SOFI Position: Q1 2026 in Review

Osaic Holdings increased its SoFi Technologies (SOFI) stake by 29% in Q1 2026, buying an estimated $3.25M and bringing the position to 690,229 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #857.

Osaic Holdings first reported a position in SOFI in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.9M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Osaic Holdings held 690,229 shares of SoFi Technologies worth $11M as of Q1 2026.
Osaic Holdings bought 153,978 SoFi Technologies shares in Q1 2026, an estimated $3.25M.
SoFi Technologies made up 0.02% of Osaic Holdings's portfolio in Q1 2026, its #857 holding.
Osaic Holdings first reported a position in SoFi Technologies in Q4 2020 and has held it in 22 quarters since.
Osaic Holdings's SoFi Technologies position peaked at $14.9M in Q3 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.