URS
SOFI icon

Utah Retirement Systems’s SoFi Technologies SOFI Stock Holding History

Utah Retirement Systems’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 		$3.44M Sell
191,646
-5,415
-3% -$91.7K 0.03% 421
2026
Q1 		$3.13M Buy
197,061
+5,700
+3% +$120K 0.03% 439
2025
Q4 		$5.01M Buy
191,361
+4,516
+2% +$126K 0.05% 334
2025
Q3 		$4.94M Buy
186,845
+12,340
+7% +$293K 0.05% 334
2025
Q2 		$3.18M Sell
174,505
-795
-0.5% -$10.5K 0.03% 437
2025
Q1 		$2.04M Hold
175,300
– – 0.02% 540
2024
Q4 		$2.7M Buy
175,300
+4,800
+3% +$62.3K 0.03% 473
2024
Q3 		$1.34M Hold
170,500
– – 0.02% 675
2024
Q2 		$1.13M Buy
170,500
+10,200
+6% +$71.9K 0.01% 693
2024
Q1 		$1.17M Buy
160,300
+900
+0.6% +$7.15K 0.01% 718
2023
Q4 		$1.59M Buy
159,400
+1,700
+1% +$13.5K 0.02% 622
2023
Q3 		$1.26M Buy
157,700
+400
+0.3% +$3.52K 0.02% 667
2023
Q2 		$1.31M Buy
157,300
+13,500
+9% +$88K 0.02% 665
2023
Q1 		$873K Buy
143,800
+1,500
+1% +$9.1K 0.01% 771
2022
Q4 		$656K Hold
142,300
– – 0.01% 771
2022
Q3 		$694K Buy
142,300
+100,700
+242% +$637K 0.01% 774
2022
Q2 		$220K Buy
+41,600
New +$281K ﹤0.01% 946
2021
Q3 		– Sell
-68,218
Closed -$1.31M – 1001
2021
Q2 		$1.31M Buy
+68,218
New +$1.26M 0.02% 728

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

Utah Retirement Systems's SOFI Position: Q2 2026 in Review

Utah Retirement Systems reduced its SoFi Technologies (SOFI) stake by 2.7% in Q2 2026, selling an estimated $91.7K and leaving 191,646 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #421.

Utah Retirement Systems first reported a position in SOFI in Q2 2021 and has held it in 18 quarters since. The position peaked at $5.01M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Utah Retirement Systems held 191,646 shares of SoFi Technologies worth $3.44M as of Q2 2026.
  • Utah Retirement Systems sold 5,415 SoFi Technologies shares in Q2 2026, an estimated $91.7K.
  • SoFi Technologies made up 0.03% of Utah Retirement Systems's portfolio in Q2 2026, its #421 holding.
  • Utah Retirement Systems first reported a position in SoFi Technologies in Q2 2021 and has held it in 18 quarters since.
  • Utah Retirement Systems's SoFi Technologies position peaked at $5.01M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.