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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Sumitomo Life Insurance's SOFI Position: Q1 2026 in Review

Sumitomo Life Insurance reduced its SoFi Technologies (SOFI) stake by 41% in Q1 2026, selling an estimated $782K and leaving 52,383 shares worth $832K. The position accounts for 0.02% of the portfolio, ranked #208.

Sumitomo Life Insurance first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.34M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Sumitomo Life Insurance held 52,383 shares of SoFi Technologies worth $832K as of Q1 2026.
  • Sumitomo Life Insurance sold 37,080 SoFi Technologies shares in Q1 2026, an estimated $782K.
  • SoFi Technologies made up 0.02% of Sumitomo Life Insurance's portfolio in Q1 2026, its #208 holding.
  • Sumitomo Life Insurance first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Sumitomo Life Insurance's SoFi Technologies position peaked at $2.34M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.