GATEWAY INVESTMENT ADVISERS LLC: SOFI position timeline

GATEWAY INVESTMENT ADVISERS LLC held 250,935 SOFI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 250,935 shares

   Change vs previous 13F -8,835 shares

   0.04% of the 13F portfolio, value $3,944,698.

   13F-HR 0001114618-26-000006 filed by GATEWAY INVESTMENT ADVISERS LLC
   Accepted 2026-10-13 14:05:22 UTC, ingested 2026-10-13 14:06:13 UTC

2. period ended2026-06-30

   13F 259,770 shares

   Change vs previous 13F +90,050 shares

   0.05% of the 13F portfolio, value $4,657,676.

   13F-HR 0001114618-26-000003 filed by GATEWAY INVESTMENT ADVISERS LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 169,720 shares

   Change vs previous 13F +37,720 shares

   0.03% of the 13F portfolio, value $2,695,154.

   13F-HR 0001114618-26-000002 filed by GATEWAY INVESTMENT ADVISERS LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 132,000 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $3,455,760.

   13F-HR 0001114618-26-000001 filed by GATEWAY INVESTMENT ADVISERS LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 132,000 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $3,487,440.

   13F-HR 0001114618-25-000004 filed by GATEWAY INVESTMENT ADVISERS LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).