Weiss Asset Management’s SoFi Technologies SOFI Stock Holding History

Weiss 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	–	Sell	-43,027	Closed	-$683K	–	821
2026 Q1	$683K	Buy	43,027 +16,207	+60%	+$342K	0.01%	375
2025 Q4	$702K	Sell	26,820 -406,034	-94%	-$11.3M	0.01%	448
2025 Q3	$11.4M	Buy	+432,854	New	+$10.3M	0.13%	88
2021 Q1	–	Sell	-3,500,000	Closed	-$43.5M	–	523
2020 Q4	$43.5M	Buy	+3,500,000	New	+$39.5M	1.92%	8

Other funds holding SOFI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Weiss Asset Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 43,027 shares — an estimated $683K sold.

Weiss Asset Management first reported a position in SOFI in Q4 2020 and held it in 4 quarters. The position peaked at $43.5M in Q4 2020. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Weiss Asset Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Weiss Asset Management sold 43,027 SoFi Technologies shares in Q2 2026, an estimated $683K.
Weiss Asset Management first reported a position in SoFi Technologies in Q4 2020 and held it in 4 quarters.
Weiss Asset Management's SoFi Technologies position peaked at $43.5M in Q4 2020.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.