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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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