Robeco Institutional Asset Management’s SoFi Technologies SOFI Stock Holding History

Robeco Institutional 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	$256K	Sell	14,288 -1,672	-10%	-$28.3K	﹤0.01%	814
2026 Q1	$253K	Sell	15,960 -8,495	-35%	-$179K	﹤0.01%	824
2025 Q4	$640K	Buy	24,455 +4,825	+25%	+$134K	﹤0.01%	764
2025 Q3	$519K	Buy	+19,630	New	+$466K	﹤0.01%	795
2022 Q3	–	Sell	-4,124	Closed	-$22K	–	970
2022 Q2	$22K	Sell	4,124 -32,860	-89%	-$222K	﹤0.01%	913
2022 Q1	$350K	Buy	36,984 +12,805	+53%	+$147K	﹤0.01%	808
2021 Q4	$382K	Buy	+24,179	New	+$444K	﹤0.01%	790

Other funds holding SOFI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Robeco Institutional Asset Management's SOFI Position: Q2 2026 in Review

Robeco Institutional Asset Management reduced its SoFi Technologies (SOFI) stake by 10% in Q2 2026, selling an estimated $28.3K and leaving 14,288 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Robeco Institutional Asset Management first reported a position in SOFI in Q4 2021 and has held it in 7 quarters since. The position peaked at $640K in Q4 2025. 207 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Robeco Institutional Asset Management held 14,288 shares of SoFi Technologies worth $256K as of Q2 2026.
Robeco Institutional Asset Management sold 1,672 SoFi Technologies shares in Q2 2026, an estimated $28.3K.
SoFi Technologies made up ﹤0.01% of Robeco Institutional Asset Management's portfolio in Q2 2026, its #814 holding.
Robeco Institutional Asset Management first reported a position in SoFi Technologies in Q4 2021 and has held it in 7 quarters since.
Robeco Institutional Asset Management's SoFi Technologies position peaked at $640K in Q4 2025.
207 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.