SBI Securities’s SoFi Technologies SOFI Stock Holding History

SBI 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	$16.6M	Sell	923,128 -206,169	-18%	-$3.49M	0.38%	51
2026 Q1	$17.9M	Buy	1,129,297 +55,127	+5%	+$1.16M	0.49%	39
2025 Q4	$28.1M	Sell	1,074,170 -3,727	-0.3%	-$104K	0.72%	24
2025 Q3	$28.5M	Buy	1,077,897 +188,908	+21%	+$4.48M	0.73%	24
2025 Q2	$16.2M	Buy	888,989 +422,789	+91%	+$5.58M	0.47%	37
2025 Q1	$5.42M	Buy	466,200 +225,755	+94%	+$3.25M	0.18%	76
2024 Q4	$3.7M	Buy	+240,445	New	+$3.12M	0.11%	111

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SBI Securities's SOFI Position: Q2 2026 in Review

SBI Securities reduced its SoFi Technologies (SOFI) stake by 18% in Q2 2026, selling an estimated $3.49M and leaving 923,128 shares worth $16.6M. The position accounts for 0.38% of the portfolio, ranked #51.

SBI Securities first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.5M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

SBI Securities held 923,128 shares of SoFi Technologies worth $16.6M as of Q2 2026.
SBI Securities sold 206,169 SoFi Technologies shares in Q2 2026, an estimated $3.49M.
SoFi Technologies made up 0.38% of SBI Securities's portfolio in Q2 2026, its #51 holding.
SBI Securities first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
SBI Securities's SoFi Technologies position peaked at $28.5M in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.