ZIM
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Zacks Investment Management’s SoFi Technologies SOFI Stock Holding History

Zacks Investment 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 		$195K Sell
10,871
-321,271
-97% -$5.44M ﹤0.01% 699
2026
Q1 		$5.27M Buy
332,142
+9,957
+3% +$210K 0.04% 219
2025
Q4 		$8.43M Sell
322,185
-18,709
-5% -$521K 0.07% 184
2025
Q3 		$9.01M Sell
340,894
-105,463
-24% -$2.5M 0.07% 175
2025
Q2 		$8.13M Sell
446,357
-12,864
-3% -$170K 0.07% 185
2025
Q1 		$5.34M Sell
459,221
-17,985
-4% -$259K 0.05% 212
2024
Q4 		$7.35M Sell
477,206
-1,974
-0.4% -$25.6K 0.07% 188
2024
Q3 		$3.77M Buy
+479,180
New +$3.48M 0.03% 252
2023
Q4 		– Sell
-11,690
Closed -$93.4K – 673
2023
Q3 		$93.4K Buy
+11,690
New +$103K ﹤0.01% 588

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

Zacks Investment Management's SOFI Position: Q2 2026 in Review

Zacks Investment Management reduced its SoFi Technologies (SOFI) stake by 97% in Q2 2026, selling an estimated $5.44M and leaving 10,871 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Zacks Investment Management first reported a position in SOFI in Q3 2023 and has held it in 9 quarters since. The position peaked at $9.01M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Zacks Investment Management held 10,871 shares of SoFi Technologies worth $195K as of Q2 2026.
  • Zacks Investment Management sold 321,271 SoFi Technologies shares in Q2 2026, an estimated $5.44M.
  • SoFi Technologies made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #699 holding.
  • Zacks Investment Management first reported a position in SoFi Technologies in Q3 2023 and has held it in 9 quarters since.
  • Zacks Investment Management's SoFi Technologies position peaked at $9.01M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.