O'Shaughnessy Asset Management’s SoFi Technologies SOFI Stock Holding History

O'Shaughnessy 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	$1.55M	Sell	86,321 -8,697	-9%	-$147K	0.01%	1042
2026 Q1	$1.51M	Sell	95,018 -79,347	-46%	-$1.67M	0.01%	1002
2025 Q4	$4.56M	Buy	174,365 +42,905	+33%	+$1.2M	0.03%	539
2025 Q3	$3.47M	Buy	131,460 +67,894	+107%	+$1.61M	0.02%	616
2025 Q2	$1.16M	Buy	63,566 +22,289	+54%	+$294K	0.01%	1003
2025 Q1	$480K	Buy	41,277 +3,497	+9%	+$50.4K	﹤0.01%	1342
2024 Q4	$582K	Buy	37,780 +20,705	+121%	+$269K	﹤0.01%	1215
2024 Q3	$171K	Buy	+17,075	New	+$124K	﹤0.01%	1715

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

O'Shaughnessy Asset Management's SOFI Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its SoFi Technologies (SOFI) stake by 9.2% in Q2 2026, selling an estimated $147K and leaving 86,321 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #1042.

O'Shaughnessy Asset Management first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.56M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

O'Shaughnessy Asset Management held 86,321 shares of SoFi Technologies worth $1.55M as of Q2 2026.
O'Shaughnessy Asset Management sold 8,697 SoFi Technologies shares in Q2 2026, an estimated $147K.
SoFi Technologies made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1042 holding.
O'Shaughnessy Asset Management first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
O'Shaughnessy Asset Management's SoFi Technologies position peaked at $4.56M in Q4 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.