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 Q3	$14.6M	Buy	927,511 +4,383	+0.5%	+$77.2K	0.33%	57
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

SBI Securities's SOFI Position: Q3 2026 in Review

SBI Securities increased its SoFi Technologies (SOFI) stake by 0.47% in Q3 2026, buying an estimated $77.2K and bringing the position to 927,511 shares worth $14.6M. The position accounts for 0.33% of the portfolio, ranked #57.

SBI Securities first reported a position in SOFI in Q4 2024 and has held it in 8 quarters since. The position peaked at $28.5M in Q3 2025. 220 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

SBI Securities held 927,511 shares of SoFi Technologies worth $14.6M as of Q3 2026.
SBI Securities bought 4,383 SoFi Technologies shares in Q3 2026, an estimated $77.2K.
SoFi Technologies made up 0.33% of SBI Securities's portfolio in Q3 2026, its #57 holding.
SBI Securities first reported a position in SoFi Technologies in Q4 2024 and has held it in 8 quarters since.
SBI Securities's SoFi Technologies position peaked at $28.5M in Q3 2025.
220 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.