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Resona Asset Management’s SoFi Technologies SOFI Stock Holding History

Resona 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 		$6.18M Sell
344,006
-19,957
-5% -$338K 0.03% 434
2026
Q1 		$5.74M Buy
363,963
+25,097
+7% +$529K 0.03% 448
2025
Q4 		$8.9M Buy
338,866
+4,527
+1% +$126K 0.04% 350
2025
Q3 		$8.88M Buy
+334,339
New +$7.93M 0.04% 361

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

Resona Asset Management's SOFI Position: Q2 2026 in Review

Resona Asset Management reduced its SoFi Technologies (SOFI) stake by 5.5% in Q2 2026, selling an estimated $338K and leaving 344,006 shares worth $6.18M. The position accounts for 0.03% of the portfolio, ranked #434.

Resona Asset Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.9M in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Resona Asset Management held 344,006 shares of SoFi Technologies worth $6.18M as of Q2 2026.
  • Resona Asset Management sold 19,957 SoFi Technologies shares in Q2 2026, an estimated $338K.
  • SoFi Technologies made up 0.03% of Resona Asset Management's portfolio in Q2 2026, its #434 holding.
  • Resona Asset Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Resona Asset Management's SoFi Technologies position peaked at $8.9M in Q4 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.