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Sumitomo Life Insurance’s SoFi Technologies SOFI Stock Holding History

Sumitomo Life Insurance’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 		$472K Sell
26,329
-26,054
-50% -$441K 0.01% 269
2026
Q1 		$832K Sell
52,383
-37,080
-41% -$782K 0.02% 208
2025
Q4 		$2.34M Buy
89,463
+27,032
+43% +$753K 0.06% 123
2025
Q3 		$1.65M Buy
+62,431
New +$1.48M 0.05% 135

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

Sumitomo Life Insurance's SOFI Position: Q2 2026 in Review

Sumitomo Life Insurance reduced its SoFi Technologies (SOFI) stake by 50% in Q2 2026, selling an estimated $441K and leaving 26,329 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #269.

Sumitomo Life Insurance first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.34M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sumitomo Life Insurance held 26,329 shares of SoFi Technologies worth $472K as of Q2 2026.
  • Sumitomo Life Insurance sold 26,054 SoFi Technologies shares in Q2 2026, an estimated $441K.
  • SoFi Technologies made up 0.01% of Sumitomo Life Insurance's portfolio in Q2 2026, its #269 holding.
  • Sumitomo Life Insurance first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Sumitomo Life Insurance's SoFi Technologies position peaked at $2.34M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.