SFI
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Siemens Fonds Invest’s SoFi Technologies SOFI Stock Holding History

Siemens Fonds Invest’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 		$338K Buy
18,867
+553
+3% +$9.37K 0.02% 403
2026
Q1 		$291K Buy
18,314
+1,604
+10% +$33.8K 0.02% 406
2025
Q4 		$444K Buy
16,710
+1,294
+8% +$36.1K 0.02% 344
2025
Q3 		$407K Buy
+15,416
New +$366K 0.02% 345

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Siemens Fonds Invest's SOFI Position: Q2 2026 in Review

Siemens Fonds Invest increased its SoFi Technologies (SOFI) stake by 3% in Q2 2026, buying an estimated $9.37K and bringing the position to 18,867 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #403.

Siemens Fonds Invest first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $444K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Siemens Fonds Invest held 18,867 shares of SoFi Technologies worth $338K as of Q2 2026.
  • Siemens Fonds Invest bought 553 SoFi Technologies shares in Q2 2026, an estimated $9.37K.
  • SoFi Technologies made up 0.02% of Siemens Fonds Invest's portfolio in Q2 2026, its #403 holding.
  • Siemens Fonds Invest first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Siemens Fonds Invest's SoFi Technologies position peaked at $444K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.