Bank of America
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Bank of America’s SoFi Technologies SOFI Stock Holding History

Bank of America’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 		$164M Sell
9,135,967
-1,706,381
-16% -$28.9M 0.01% 884
2026
Q1 		$172M Sell
10,842,348
-2,563,015
-19% -$54M 0.01% 807
2025
Q4 		$351M Buy
13,405,363
+572,561
+4% +$16M 0.03% 516
2025
Q3 		$339M Sell
12,832,802
-6,196,203
-33% -$147M 0.02% 583
2025
Q2 		$347M Buy
19,029,005
+7,513,921
+65% +$99.1M 0.03% 561
2025
Q1 		$134M Buy
11,515,084
+5,537,614
+93% +$79.8M 0.01% 918
2024
Q4 		$92.1M Buy
5,977,470
+268,108
+5% +$3.48M 0.01% 1082
2024
Q3 		$44.9M Buy
5,709,362
+3,924,070
+220% +$28.5M ﹤0.01% 1660
2024
Q2 		$11.8M Sell
1,785,292
-250,603
-12% -$1.77M ﹤0.01% 2781
2024
Q1 		$14.9M Buy
2,035,895
+1,051,233
+107% +$8.35M ﹤0.01% 2578
2023
Q4 		$9.8M Sell
984,662
-3,151,671
-76% -$25.1M ﹤0.01% 2921
2023
Q3 		$33M Sell
4,136,333
-809,767
-16% -$7.12M ﹤0.01% 1574
2023
Q2 		$41.3M Buy
4,946,100
+2,589,153
+110% +$16.9M ﹤0.01% 1456
2023
Q1 		$14.3M Buy
2,356,947
+1,896,530
+412% +$11.5M ﹤0.01% 2462
2022
Q4 		$2.12M Sell
460,417
-1,817,635
-80% -$9.01M ﹤0.01% 4203
2022
Q3 		$11.1M Sell
2,278,052
-1,670,820
-42% -$10.6M ﹤0.01% 2506
2022
Q2 		$20.8M Buy
3,948,872
+1,770,577
+81% +$12M ﹤0.01% 1990
2022
Q1 		$20.6M Buy
2,178,295
+1,608,785
+282% +$18.5M ﹤0.01% 2110
2021
Q4 		$9M Buy
569,510
+490,547
+621% +$9M ﹤0.01% 3045
2021
Q3 		$1.25M Sell
78,963
-652,315
-89% -$10.2M ﹤0.01% 4863
2021
Q2 		$14M Buy
731,278
+97,394
+15% +$1.81M ﹤0.01% 2481
2021
Q1 		$10.9M Buy
633,884
+632,980
+70,020% +$12.5M ﹤0.01% 2625
2020
Q4 		$11K Buy
+904
New +$10.2K ﹤0.01% 6701

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

Bank of America's SOFI Position: Q2 2026 in Review

Bank of America reduced its SoFi Technologies (SOFI) stake by 16% in Q2 2026, selling an estimated $28.9M and leaving 9,135,967 shares worth $164M. The position accounts for 0.01% of the portfolio, ranked #884.

Bank of America first reported a position in SOFI in Q4 2020 and has held it in 23 quarters since. The position peaked at $351M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Bank of America held 9,135,967 shares of SoFi Technologies worth $164M as of Q2 2026.
  • Bank of America sold 1,706,381 SoFi Technologies shares in Q2 2026, an estimated $28.9M.
  • SoFi Technologies made up 0.01% of Bank of America's portfolio in Q2 2026, its #884 holding.
  • Bank of America first reported a position in SoFi Technologies in Q4 2020 and has held it in 23 quarters since.
  • Bank of America's SoFi Technologies position peaked at $351M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.