Sumitomo Mitsui DS Asset Management’s SoFi Technologies SOFI Stock Holding History

Sumitomo Mitsui DS 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	$8.98M	Sell	500,994 -24,070	-5%	-$408K	0.06%	246
2026 Q1	$8.34M	Sell	525,064 -40,543	-7%	-$855K	0.07%	231
2025 Q4	$14.8M	Buy	565,607 +43,967	+8%	+$1.23M	0.12%	151
2025 Q3	$13.8M	Buy	+521,640	New	+$12.4M	0.11%	161
2022 Q2	–	Sell	-29,012	Closed	-$274K	–	782
2022 Q1	$274K	Hold	29,012	–	–	0.01%	730
2021 Q4	$458K	Buy	+29,012	New	+$532K	0.01%	686

Other funds holding SOFI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's SOFI Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its SoFi Technologies (SOFI) stake by 4.6% in Q2 2026, selling an estimated $408K and leaving 500,994 shares worth $8.98M. The position accounts for 0.06% of the portfolio, ranked #246.

Sumitomo Mitsui DS Asset Management first reported a position in SOFI in Q4 2021 and has held it in 6 quarters since. The position peaked at $14.8M in Q4 2025. 243 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 500,994 shares of SoFi Technologies worth $8.98M as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 24,070 SoFi Technologies shares in Q2 2026, an estimated $408K.
SoFi Technologies made up 0.06% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #246 holding.
Sumitomo Mitsui DS Asset Management first reported a position in SoFi Technologies in Q4 2021 and has held it in 6 quarters since.
Sumitomo Mitsui DS Asset Management's SoFi Technologies position peaked at $14.8M in Q4 2025.
243 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.