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Rakuten Securities’s SoFi Technologies SOFI Stock Holding History

Rakuten Securities’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 		$9.31M Buy
519,016
+124,149
+31% +$2.1M 2.16% 7
2026
Q1 		$6.27M Sell
394,867
-357,054
-47% -$7.53M 2.6% 8
2025
Q4 		$19.7M Sell
751,921
-114,575
-13% -$3.19M 6.39% 2
2025
Q3 		$22.9M Buy
866,496
+501,249
+137% +$11.9M 8.45% 3
2025
Q2 		$6.65M Buy
365,247
+216,786
+146% +$2.86M 2.61% 6
2025
Q1 		$1.73M Buy
148,461
+59,494
+67% +$857K 0.87% 27
2024
Q4 		$1.37M Buy
+88,967
New +$1.16M 0.54% 28

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rakuten Securities's SOFI Position: Q2 2026 in Review

Rakuten Securities increased its SoFi Technologies (SOFI) stake by 31% in Q2 2026, buying an estimated $2.1M and bringing the position to 519,016 shares worth $9.31M. The position accounts for 2.16% of the portfolio, ranked #7.

Rakuten Securities first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.9M in Q3 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Rakuten Securities held 519,016 shares of SoFi Technologies worth $9.31M as of Q2 2026.
  • Rakuten Securities bought 124,149 SoFi Technologies shares in Q2 2026, an estimated $2.1M.
  • SoFi Technologies made up 2.16% of Rakuten Securities's portfolio in Q2 2026, its #7 holding.
  • Rakuten Securities first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Rakuten Securities's SoFi Technologies position peaked at $22.9M in Q3 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.