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Smartleaf Asset Management’s SoFi Technologies SOFI Stock Holding History

Smartleaf Asset Management’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 		$65.7K Hold
3,611
– – ﹤0.01% 1379
2026
Q1 		$54.7K Buy
3,611
+9
+0.2% +$190 ﹤0.01% 1408
2025
Q4 		$95.7K Buy
3,602
+783
+28% +$21.8K ﹤0.01% 1211
2025
Q3 		$77.7K Buy
2,819
+1,000
+55% +$23.7K ﹤0.01% 1205
2025
Q2 		$31.3K Sell
1,819
-467
-20% -$6.16K ﹤0.01% 1366
2025
Q1 		$27.1K Buy
2,286
+640
+39% +$9.22K ﹤0.01% 1455
2024
Q4 		$25.7K Buy
1,646
+590
+56% +$7.66K ﹤0.01% 1509
2024
Q3 		$8.39K Buy
1,056
+557
+112% +$4.05K ﹤0.01% 1865
2024
Q2 		$3.26K Buy
499
+347
+228% +$2.45K ﹤0.01% 2009
2024
Q1 		$1.12K Buy
+152
New +$1.21K ﹤0.01% 1595

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

Smartleaf Asset Management's SOFI Position: Q2 2026 in Review

Smartleaf Asset Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 3,611 shares worth $65.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Smartleaf Asset Management first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $95.7K in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Smartleaf Asset Management held 3,611 shares of SoFi Technologies worth $65.7K as of Q2 2026.
  • Smartleaf Asset Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1379 holding.
  • Smartleaf Asset Management first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's SoFi Technologies position peaked at $95.7K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.