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Vident Advisory’s SoFi Technologies SOFI Stock Holding History

Vident Advisory’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 		$704K Sell
39,288
-1,989
-5% -$33.7K 0.01% 1179
2026
Q1 		$655K Buy
41,277
+10,305
+33% +$217K 0.01% 1102
2025
Q4 		$811K Buy
30,972
+8,378
+37% +$233K 0.01% 908
2025
Q3 		$597K Buy
22,594
+751
+3% +$17.8K 0.01% 1101
2025
Q2 		$398K Sell
21,843
-3,348
-13% -$44.2K ﹤0.01% 1179
2025
Q1 		$293K Buy
25,191
+12,332
+96% +$178K ﹤0.01% 1277
2024
Q4 		$198K Sell
12,859
-3,465
-21% -$45K ﹤0.01% 1349
2024
Q3 		$128K Sell
16,324
-28,396
-63% -$206K ﹤0.01% 1365
2024
Q2 		$296K Buy
+44,720
New +$315K 0.01% 1131
2024
Q1 		– Sell
-13,988
Closed -$139K – 1402
2023
Q4 		$139K Buy
+13,988
New +$111K ﹤0.01% 1256

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

Vident Advisory's SOFI Position: Q2 2026 in Review

Vident Advisory reduced its SoFi Technologies (SOFI) stake by 4.8% in Q2 2026, selling an estimated $33.7K and leaving 39,288 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #1179.

Vident Advisory first reported a position in SOFI in Q4 2023 and has held it in 10 quarters since. The position peaked at $811K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Vident Advisory held 39,288 shares of SoFi Technologies worth $704K as of Q2 2026.
  • Vident Advisory sold 1,989 SoFi Technologies shares in Q2 2026, an estimated $33.7K.
  • SoFi Technologies made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #1179 holding.
  • Vident Advisory first reported a position in SoFi Technologies in Q4 2023 and has held it in 10 quarters since.
  • Vident Advisory's SoFi Technologies position peaked at $811K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.