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
2025 Q3	–	Sell	-6,100,000	Closed	-$111M	–	8651
2025 Q2	$111M	Buy	6,100,000 +4,800,000	+369%	+$63.3M	0.01%	1087
2025 Q1	$15.1M	Buy	1,300,000 +1,298,600	+92,757%	+$18.7M	﹤0.01%	2749
2024 Q4	$21.6K	Buy	+1,400	New	+$18.2K	﹤0.01%	6835
2024 Q1	–	Sell	-855,200	Closed	-$8.51M	–	8147
2023 Q4	$8.51M	Buy	+855,200	New	+$6.8M	﹤0.01%	3059
2023 Q2	–	Sell	-200	Closed	-$1.21K	–	7928
2023 Q1	$1.21K	Buy	+200	New	+$1.21K	﹤0.01%	7278
2022 Q4	–	Sell	-1,765,800	Closed	-$8.62M	–	8415
2022 Q3	$8.62M	Sell	1,765,800 -2,000,000	-53%	-$12.7M	﹤0.01%	2770
2022 Q2	$19.8M	Buy	3,765,800 +1,813,300	+93%	+$12.3M	﹤0.01%	2035
2022 Q1	$18.5M	Buy	+1,952,500	New	+$22.4M	﹤0.01%	2215
2021 Q3	–	Sell	-699,500	Closed	-$13.4M	–	8370
2021 Q2	$13.4M	Sell	699,500 -506,800	-42%	-$9.4M	﹤0.01%	2536
2021 Q1	$20.7M	Buy	+1,206,300	New	+$23.8M	﹤0.01%	2003

Other funds holding SOFI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Bank of America's SOFI Position: Q1 2026 in Review

Bank of America reduced its SoFi Technologies (SOFI) stake by 19% in Q1 2026, selling an estimated $54M and leaving 10,842,348 shares worth $172M. The position accounts for 0.01% of the portfolio, ranked #807.

Bank of America first reported a position in SOFI in Q4 2020 and has held it in 22 quarters since. The position peaked at $351M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Bank of America held 10,842,348 shares of SoFi Technologies worth $172M as of Q1 2026.
Bank of America sold 2,563,015 SoFi Technologies shares in Q1 2026, an estimated $54M.
SoFi Technologies made up 0.01% of Bank of America's portfolio in Q1 2026, its #807 holding.
Bank of America first reported a position in SoFi Technologies in Q4 2020 and has held it in 22 quarters since.
Bank of America's SoFi Technologies position peaked at $351M in Q4 2025.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.