Bank of New York Mellon
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Bank of New York Mellon’s SoFi Technologies SOFI Stock Holding History

Bank of New York Mellon’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 		$72.5M Buy
4,045,236
+16,824
+0.4% +$285K 0.01% 839
2026
Q1 		$64M Sell
4,028,412
-142,255
-3% -$3M 0.01% 853
2025
Q4 		$109M Buy
4,170,667
+256,322
+7% +$7.14M 0.02% 596
2025
Q3 		$103M Buy
3,914,345
+954,359
+32% +$22.6M 0.02% 625
2025
Q2 		$53.9M Sell
2,959,986
-301,239
-9% -$3.97M 0.01% 953
2025
Q1 		$37.9M Buy
3,261,225
+37,855
+1% +$546K 0.01% 1121
2024
Q4 		$49.6M Buy
3,223,370
+8,218
+0.3% +$107K 0.01% 1031
2024
Q3 		$25.3M Buy
3,215,152
+98,071
+3% +$713K ﹤0.01% 1444
2024
Q2 		$20.6M Buy
3,117,081
+443,198
+17% +$3.13M ﹤0.01% 1563
2024
Q1 		$19.5M Sell
2,673,883
-342,027
-11% -$2.72M ﹤0.01% 1588
2023
Q4 		$30M Buy
3,015,910
+153,116
+5% +$1.22M 0.01% 1377
2023
Q3 		$22.9M Buy
2,862,794
+95,491
+3% +$840K 0.01% 1479
2023
Q2 		$23.1M Buy
2,767,303
+224,401
+9% +$1.46M ﹤0.01% 1460
2023
Q1 		$15.4M Buy
2,542,902
+82,336
+3% +$499K ﹤0.01% 1687
2022
Q4 		$11.3M Sell
2,460,566
-6,311
-0.3% -$31.3K ﹤0.01% 1873
2022
Q3 		$12M Buy
2,466,877
+87,466
+4% +$553K ﹤0.01% 1794
2022
Q2 		$12.5M Buy
2,379,411
+1,112,449
+88% +$7.52M ﹤0.01% 1809
2022
Q1 		$12M Buy
1,266,962
+22,288
+2% +$256K ﹤0.01% 1973
2021
Q4 		$19.7M Buy
1,244,674
+96,648
+8% +$1.77M ﹤0.01% 1733
2021
Q3 		$18.2M Buy
1,148,026
+1,136,563
+9,915% +$17.8M ﹤0.01% 1780
2021
Q2 		$220K Buy
+11,463
New +$213K ﹤0.01% 4074

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 $3.38T AUM 44.17% 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 New York Mellon's SOFI Position: Q2 2026 in Review

Bank of New York Mellon increased its SoFi Technologies (SOFI) stake by 0.42% in Q2 2026, buying an estimated $285K and bringing the position to 4,045,236 shares worth $72.5M. The position accounts for 0.01% of the portfolio, ranked #839.

Bank of New York Mellon first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $109M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Bank of New York Mellon held 4,045,236 shares of SoFi Technologies worth $72.5M as of Q2 2026.
  • Bank of New York Mellon bought 16,824 SoFi Technologies shares in Q2 2026, an estimated $285K.
  • SoFi Technologies made up 0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #839 holding.
  • Bank of New York Mellon first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
  • Bank of New York Mellon's SoFi Technologies position peaked at $109M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.