Perpetual Ltd
SOFI icon

Perpetual Ltd’s SoFi Technologies SOFI Stock Holding History

Perpetual Ltd’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
Q3 		$328K Sell
20,852
-3,818
-15% -$67.2K 0.01% 353
2026
Q2 		$442K Buy
24,670
+442
+2% +$7.49K 0.01% 350
2026
Q1 		$385K Buy
24,228
+10,621
+78% +$224K 0.01% 355
2025
Q4 		$356K Buy
+13,607
New +$379K 0.01% 352

Other funds holding SOFI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Perpetual Ltd's SOFI Position: Q3 2026 in Review

Perpetual Ltd reduced its SoFi Technologies (SOFI) stake by 15% in Q3 2026, selling an estimated $67.2K and leaving 20,852 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #353.

Perpetual Ltd first reported a position in SOFI in Q4 2025 and has held it in 4 quarters since. The position peaked at $442K in Q2 2026. 471 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Perpetual Ltd held 20,852 shares of SoFi Technologies worth $328K as of Q3 2026.
  • Perpetual Ltd sold 3,818 SoFi Technologies shares in Q3 2026, an estimated $67.2K.
  • SoFi Technologies made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #353 holding.
  • Perpetual Ltd first reported a position in SoFi Technologies in Q4 2025 and has held it in 4 quarters since.
  • Perpetual Ltd's SoFi Technologies position peaked at $442K in Q2 2026.
  • 471 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.