Universal-Beteiligungs- und Servicegesellschaft
SOFI icon

Universal-Beteiligungs- und Servicegesellschaft’s SoFi Technologies SOFI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$9.18M Buy
511,948
+75,551
+17% +$1.28M 0.01% 687
2026
Q1 		$6.93M Buy
436,397
+8,330
+2% +$176K 0.01% 747
2025
Q4 		$11.3M Buy
428,067
+35,289
+9% +$983K 0.02% 570
2025
Q3 		$10.4M Buy
392,778
+41,510
+12% +$985K 0.02% 590
2025
Q2 		$6.4M Buy
351,268
+12,427
+4% +$164K 0.01% 722
2025
Q1 		$3.94M Buy
+338,841
New +$4.88M 0.01% 895

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's SOFI Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its SoFi Technologies (SOFI) stake by 17% in Q2 2026, buying an estimated $1.28M and bringing the position to 511,948 shares worth $9.18M. The position accounts for 0.01% of the portfolio, ranked #687.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.3M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 511,948 shares of SoFi Technologies worth $9.18M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 75,551 SoFi Technologies shares in Q2 2026, an estimated $1.28M.
  • SoFi Technologies made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #687 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's SoFi Technologies position peaked at $11.3M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.