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Ostrum Asset Management’s SoFi Technologies SOFI Stock Holding History

Ostrum 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
Q1 		$229K Buy
14,393
+10,273
+249% +$217K 0.01% 498
2025
Q4 		$108K Sell
4,120
-1,365
-25% -$38K 0.01% 513
2025
Q3 		$145K Buy
+5,485
New +$130K 0.01% 518

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Ostrum Asset Management's SOFI Position: Q1 2026 in Review

Ostrum Asset Management increased its SoFi Technologies (SOFI) stake by 249% in Q1 2026, buying an estimated $217K and bringing the position to 14,393 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #498.

Ostrum Asset Management first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Ostrum Asset Management held 14,393 shares of SoFi Technologies worth $229K as of Q1 2026.
  • Ostrum Asset Management bought 10,273 SoFi Technologies shares in Q1 2026, an estimated $217K.
  • SoFi Technologies made up 0.01% of Ostrum Asset Management's portfolio in Q1 2026, its #498 holding.
  • Ostrum Asset Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.