AllianceBernstein
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AllianceBernstein’s SoFi Technologies SOFI Stock Holding History

AllianceBernstein’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 		$7.32M Buy
461,223
+13,054
+3% +$221K ﹤0.01% 1332
2026
Q1 		$11.7M Sell
448,169
-80,568
-15% -$1.7M ﹤0.01% 1127
2025
Q4 		$13.8M Buy
528,737
+95,563
+22% +$2.66M ﹤0.01% 1107
2025
Q3 		$11.4M Sell
433,174
-621,363
-59% -$14.7M ﹤0.01% 1145
2025
Q2 		$19.2M Sell
1,054,537
-658,990
-38% -$8.69M 0.01% 914
2025
Q1 		$19.9M Buy
1,713,527
+426,829
+33% +$6.15M 0.01% 881
2024
Q4 		$19.8M Buy
1,286,698
+901,865
+234% +$11.7M 0.01% 892
2024
Q3 		$3.02M Buy
384,833
+6,363
+2% +$46.2K ﹤0.01% 1752
2024
Q2 		$2.5M Sell
378,470
-7,910
-2% -$55.8K ﹤0.01% 1820
2024
Q1 		$2.82M Sell
386,380
-1,686
-0.4% -$13.4K ﹤0.01% 1730
2023
Q4 		$3.86M Buy
388,066
+18,813
+5% +$150K ﹤0.01% 1610
2023
Q3 		$2.95M Sell
369,253
-5,555
-1% -$48.8K ﹤0.01% 1675
2023
Q2 		$3.13M Buy
374,808
+48,811
+15% +$318K ﹤0.01% 1651
2023
Q1 		$1.98M Buy
325,997
+1,338
+0.4% +$8.11K ﹤0.01% 1881
2022
Q4 		$1.5M Sell
324,659
-963
-0.3% -$4.78K ﹤0.01% 2079
2022
Q3 		$1.59M Sell
325,622
-2,323
-0.7% -$14.7K ﹤0.01% 2033
2022
Q2 		$1.73M Buy
327,945
+314,734
+2,382% +$2.13M ﹤0.01% 2036
2022
Q1 		$125K Sell
13,211
-613,777
-98% -$7.05M ﹤0.01% 3092
2021
Q4 		$9.91M Buy
+626,988
New +$11.5M ﹤0.01% 1251
2021
Q1 		– Sell
-854,358
Closed -$10.6M – 3303
2020
Q4 		$10.6M Buy
+854,358
New +$9.65M 0.01% 1109

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

AllianceBernstein's SOFI Position: Q2 2026 in Review

AllianceBernstein increased its SoFi Technologies (SOFI) stake by 2.9% in Q2 2026, buying an estimated $221K and bringing the position to 461,223 shares worth $7.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

AllianceBernstein first reported a position in SOFI in Q4 2020 and has held it in 20 quarters since. The position peaked at $19.9M in Q1 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • AllianceBernstein held 461,223 shares of SoFi Technologies worth $7.32M as of Q2 2026.
  • AllianceBernstein bought 13,054 SoFi Technologies shares in Q2 2026, an estimated $221K.
  • SoFi Technologies made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #1332 holding.
  • AllianceBernstein first reported a position in SoFi Technologies in Q4 2020 and has held it in 20 quarters since.
  • AllianceBernstein's SoFi Technologies position peaked at $19.9M in Q1 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.