TD Asset Management’s SoFi Technologies SOFI Stock Holding History

TD 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	$4.47M	Buy	249,385 +2,765	+1%	+$46.8K	﹤0.01%	827
2026 Q1	$3.92M	Buy	246,620 +27,306	+12%	+$576K	﹤0.01%	832
2025 Q4	$5.74M	Buy	219,314 +31,624	+17%	+$881K	﹤0.01%	775
2025 Q3	$4.96M	Buy	+187,690	New	+$4.45M	﹤0.01%	791
2022 Q2	–	Sell	-695,088	Closed	-$6.57M	–	1512
2022 Q1	$6.57M	Sell	695,088 -687,900	-50%	-$7.9M	0.01%	759
2021 Q4	$21.9M	Buy	1,382,988 +665,944	+93%	+$12.2M	0.02%	491
2021 Q3	$11.4M	Hold	717,044	–	–	0.01%	626
2021 Q2	$11.1M	Buy	717,044 +491,144	+217%	+$9.11M	0.01%	627
2021 Q1	$3.87M	Sell	225,900 -374,100	-62%	-$7.39M	﹤0.01%	901
2020 Q4	$7.46M	Buy	+600,000	New	+$6.77M	0.01%	681

Other funds holding SOFI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

TD Asset Management's SOFI Position: Q2 2026 in Review

TD Asset Management increased its SoFi Technologies (SOFI) stake by 1.1% in Q2 2026, buying an estimated $46.8K and bringing the position to 249,385 shares worth $4.47M. The position accounts for ﹤0.01% of the portfolio, ranked #827.

TD Asset Management first reported a position in SOFI in Q4 2020 and has held it in 10 quarters since. The position peaked at $21.9M in Q4 2021. 752 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

TD Asset Management held 249,385 shares of SoFi Technologies worth $4.47M as of Q2 2026.
TD Asset Management bought 2,765 SoFi Technologies shares in Q2 2026, an estimated $46.8K.
SoFi Technologies made up ﹤0.01% of TD Asset Management's portfolio in Q2 2026, its #827 holding.
TD Asset Management first reported a position in SoFi Technologies in Q4 2020 and has held it in 10 quarters since.
TD Asset Management's SoFi Technologies position peaked at $21.9M in Q4 2021.
752 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.