Swiss Life Asset Management’s SoFi Technologies SOFI Stock Holding History

Swiss Life 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	$2.69M	Buy	150,238 +35,515	+31%	+$602K	0.01%	554
2026 Q1	$1.82M	Sell	114,723 -87,610	-43%	-$1.85M	0.01%	558
2025 Q4	$5.3M	Sell	202,333 -127,304	-39%	-$3.55M	0.03%	398
2025 Q3	$8.71M	Buy	329,637 +302,625	+1,120%	+$7.18M	0.05%	289
2025 Q2	$492K	Buy	27,012 +11,092	+70%	+$146K	﹤0.01%	662
2025 Q1	$185K	Buy	15,920 +1,228	+8%	+$17.7K	﹤0.01%	692
2024 Q4	$226K	Buy	+14,692	New	+$191K	﹤0.01%	681

Other funds holding SOFI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

AGFVA

Accel Growth Fund V Associates Palo Alto, California $89.8M AUM 8.28% 1-Year Est. Return

Swiss Life Asset Management's SOFI Position: Q2 2026 in Review

Swiss Life Asset Management increased its SoFi Technologies (SOFI) stake by 31% in Q2 2026, buying an estimated $602K and bringing the position to 150,238 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #554.

Swiss Life Asset Management first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.71M in Q3 2025. 658 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Swiss Life Asset Management held 150,238 shares of SoFi Technologies worth $2.69M as of Q2 2026.
Swiss Life Asset Management bought 35,515 SoFi Technologies shares in Q2 2026, an estimated $602K.
SoFi Technologies made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #554 holding.
Swiss Life Asset Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
Swiss Life Asset Management's SoFi Technologies position peaked at $8.71M in Q3 2025.
658 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.