SEI Investments
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SEI Investments’s SoFi Technologies SOFI Stock Holding History

SEI Investments’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 		$5.96M Sell
332,537
-44,603
-12% -$756K 0.01% 1406
2026
Q1 		$5.99M Sell
377,140
-490,063
-57% -$10.3M 0.01% 1427
2025
Q4 		$22.7M Buy
867,203
+57,703
+7% +$1.61M 0.02% 680
2025
Q3 		$21.4M Buy
809,500
+64,399
+9% +$1.53M 0.02% 695
2025
Q2 		$13.6M Buy
745,101
+577,891
+346% +$7.62M 0.02% 861
2025
Q1 		$1.94M Buy
167,210
+104,004
+165% +$1.5M ﹤0.01% 1645
2024
Q4 		$973K Buy
63,206
+7,884
+14% +$102K ﹤0.01% 1951
2024
Q3 		$435K Buy
55,322
+16,346
+42% +$119K ﹤0.01% 2229
2024
Q2 		$258K Buy
38,976
+3,139
+9% +$22.1K ﹤0.01% 2393
2024
Q1 		$262K Sell
35,837
-3,000
-8% -$23.8K ﹤0.01% 2354
2023
Q4 		$386K Buy
38,837
+5,942
+18% +$47.2K ﹤0.01% 2216
2023
Q3 		$263K Sell
32,895
-36,714
-53% -$323K ﹤0.01% 2350
2023
Q2 		$581K Buy
69,609
+47,154
+210% +$307K ﹤0.01% 2076
2023
Q1 		$136K Buy
+22,455
New +$136K ﹤0.01% 2545
2022
Q1 		– Sell
-352,712
Closed -$5.58M – 2645
2021
Q4 		$5.58M Buy
+352,712
New +$6.47M 0.01% 1075

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

SEI Investments's SOFI Position: Q2 2026 in Review

SEI Investments reduced its SoFi Technologies (SOFI) stake by 12% in Q2 2026, selling an estimated $756K and leaving 332,537 shares worth $5.96M. The position accounts for 0.01% of the portfolio, ranked #1406.

SEI Investments first reported a position in SOFI in Q4 2021 and has held it in 15 quarters since. The position peaked at $22.7M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • SEI Investments held 332,537 shares of SoFi Technologies worth $5.96M as of Q2 2026.
  • SEI Investments sold 44,603 SoFi Technologies shares in Q2 2026, an estimated $756K.
  • SoFi Technologies made up 0.01% of SEI Investments's portfolio in Q2 2026, its #1406 holding.
  • SEI Investments first reported a position in SoFi Technologies in Q4 2021 and has held it in 15 quarters since.
  • SEI Investments's SoFi Technologies position peaked at $22.7M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.