State of Michigan Retirement System’s SoFi Technologies SOFI Stock Holding History

State of Michigan Retirement System’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	$29.6M	Buy	1,648,658 +648,658	+65%	+$11M	0.13%	132
2026 Q1	$15.9M	Hold	1,000,000	–	–	0.08%	210
2025 Q4	$26.2M	Hold	1,000,000	–	–	0.13%	129
2025 Q3	$26.4M	Sell	1,000,000 -500,000	-33%	-$11.9M	0.13%	135
2025 Q2	$27.3M	Hold	1,500,000	–	–	0.14%	130
2025 Q1	$17.4M	Hold	1,500,000	–	–	0.1%	172
2024 Q4	$23.1M	Hold	1,500,000	–	–	0.12%	137
2024 Q3	$11.8M	Hold	1,500,000	–	–	0.06%	250
2024 Q2	$9.91M	Buy	1,500,000 +500,000	+50%	+$3.53M	0.05%	271
2024 Q1	$7.3M	Buy	+1,000,000	New	+$7.94M	0.04%	331

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State of Michigan Retirement System's SOFI Position: Q2 2026 in Review

State of Michigan Retirement System increased its SoFi Technologies (SOFI) stake by 65% in Q2 2026, buying an estimated $11M and bringing the position to 1,648,658 shares worth $29.6M. The position accounts for 0.13% of the portfolio, ranked #132.

State of Michigan Retirement System first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

State of Michigan Retirement System held 1,648,658 shares of SoFi Technologies worth $29.6M as of Q2 2026.
State of Michigan Retirement System bought 648,658 SoFi Technologies shares in Q2 2026, an estimated $11M.
SoFi Technologies made up 0.13% of State of Michigan Retirement System's portfolio in Q2 2026, its #132 holding.
State of Michigan Retirement System first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on State of Michigan Retirement System's 13F filing for Q2 2026, filed 30 Jul 2026.