University of Texas/Texas AM Investment Management Co (UTIMCO)’s SoFi Technologies SOFI Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	$110K	Hold	6,145	–	–	0.01%	204
2026 Q1	$97.6K	Buy	+6,145	New	+$130K	0.01%	145
2025 Q4	–	Sell	-1,700	Closed	-$44.9K	–	362
2025 Q3	$44.9K	Hold	1,700	–	–	0.01%	157
2025 Q2	$31K	Hold	1,700	–	–	﹤0.01%	137
2025 Q1	$19.8K	Buy	+1,700	New	+$24.5K	﹤0.01%	147

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

University of Texas/Texas AM Investment Management Co (UTIMCO)'s SOFI Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) held its SoFi Technologies (SOFI) position steady in Q2 2026 at 6,145 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #204.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in SOFI in Q1 2025 and has held it in 5 quarters since. 661 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) held 6,145 shares of SoFi Technologies worth $110K as of Q2 2026.
University of Texas/Texas AM Investment Management Co (UTIMCO) left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.01% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #204 holding.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in SoFi Technologies in Q1 2025 and has held it in 5 quarters since.
661 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.