Sumitomo Mitsui Trust Group
SOFI icon

Sumitomo Mitsui Trust Group’s SoFi Technologies SOFI Stock Holding History

Sumitomo Mitsui Trust Group’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 		$102M Sell
5,684,422
-5,004
-0.1% -$84.8K 0.06% 295
2026
Q1 		$90.3M Buy
5,689,426
+156,218
+3% +$3.29M 0.06% 300
2025
Q4 		$145M Sell
5,533,208
-828,601
-13% -$23.1M 0.09% 213
2025
Q3 		$168M Buy
6,361,809
+2,961,849
+87% +$70.3M 0.1% 193
2025
Q2 		$61.9M Buy
3,399,960
+773,308
+29% +$10.2M 0.04% 403
2025
Q1 		$30.5M Sell
2,626,652
-5,106,191
-66% -$73.6M 0.02% 569
2024
Q4 		$119M Sell
7,732,843
-2,313,418
-23% -$30M 0.08% 237
2024
Q3 		$79M Sell
10,046,261
-1,411,679
-12% -$10.3M 0.05% 337
2024
Q2 		$75.7M Buy
11,457,940
+690,638
+6% +$4.87M 0.06% 328
2024
Q1 		$78.6M Buy
10,767,302
+6,870,610
+176% +$54.6M 0.05% 367
2023
Q4 		$38.8M Buy
3,896,692
+2,755,197
+241% +$21.9M 0.03% 553
2023
Q3 		$9.12M Buy
1,141,495
+555,985
+95% +$4.89M 0.01% 791
2023
Q2 		$4.88M Buy
+585,510
New +$3.82M ﹤0.01% 832
2022
Q1 		– Sell
-1,255,263
Closed -$19.8M – 1233
2021
Q4 		$19.8M Buy
+1,255,263
New +$23M 0.01% 715

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 Mitsui Trust Group's SOFI Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its SoFi Technologies (SOFI) stake by 0.09% in Q2 2026, selling an estimated $84.8K and leaving 5,684,422 shares worth $102M. The position accounts for 0.06% of the portfolio, ranked #295.

Sumitomo Mitsui Trust Group first reported a position in SOFI in Q4 2021 and has held it in 14 quarters since. The position peaked at $168M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 5,684,422 shares of SoFi Technologies worth $102M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 5,004 SoFi Technologies shares in Q2 2026, an estimated $84.8K.
  • SoFi Technologies made up 0.06% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #295 holding.
  • Sumitomo Mitsui Trust Group first reported a position in SoFi Technologies in Q4 2021 and has held it in 14 quarters since.
  • Sumitomo Mitsui Trust Group's SoFi Technologies position peaked at $168M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.