Schroder Investment Management Group
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Schroder Investment Management Group’s SoFi Technologies SOFI Stock Holding History

Schroder Investment Management Group’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 		$1.16M Buy
64,468
+899
+1% +$15.2K ﹤0.01% 1006
2026
Q1 		$1.01M Buy
63,569
+15,587
+32% +$329K ﹤0.01% 1026
2025
Q4 		$1.26M Buy
47,982
+2,914
+6% +$81.2K ﹤0.01% 960
2025
Q3 		$1.24M Buy
+45,068
New +$1.07M ﹤0.01% 999
2021
Q3 		– Sell
-1,083
Closed -$21K – 1557
2021
Q2 		$21K Buy
+1,083
New +$20.1K ﹤0.01% 1460

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

Schroder Investment Management Group's SOFI Position: Q2 2026 in Review

Schroder Investment Management Group increased its SoFi Technologies (SOFI) stake by 1.4% in Q2 2026, buying an estimated $15.2K and bringing the position to 64,468 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Schroder Investment Management Group first reported a position in SOFI in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Schroder Investment Management Group held 64,468 shares of SoFi Technologies worth $1.16M as of Q2 2026.
  • Schroder Investment Management Group bought 899 SoFi Technologies shares in Q2 2026, an estimated $15.2K.
  • SoFi Technologies made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1006 holding.
  • Schroder Investment Management Group first reported a position in SoFi Technologies in Q2 2021 and has held it in 5 quarters since.
  • Schroder Investment Management Group's SoFi Technologies position peaked at $1.26M in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.