Osaic Holdings’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$624 Buy
+4
New +$68 ﹤0.01% 7601
2025
Q1
Sell
-131
Closed -$95K 7684
2024
Q4
$95K Buy
+131
New +$1.7K ﹤0.01% 4208
2023
Q3
Sell
-25
Closed -$3.1K 7522
2023
Q2
$3.1K Buy
+25
New +$163 ﹤0.01% 6503

Other funds holding SOFI

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.