BOK Financial
SOFI icon

BOK Financial’s SoFi Technologies SOFI Stock Holding History

BOK Financial’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
Q3 		$110 Hold
7
– – ﹤0.01% 1101
2026
Q2 		$126 Buy
+7
New +$119 ﹤0.01% 1158
2025
Q3 		– Sell
-7
Closed -$127 – 1200
2025
Q2 		$127 Hold
7
– – ﹤0.01% 1141
2025
Q1 		$81 Hold
7
– – ﹤0.01% 1276
2024
Q4 		$99 Hold
7
– – ﹤0.01% 1285
2024
Q3 		$55 Hold
7
– – ﹤0.01% 1357
2024
Q2 		$46 Sell
7
-35
-83% -$247 ﹤0.01% 1161
2024
Q1 		$303 Buy
+42
New +$334 ﹤0.01% 1150

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BOK Financial's SOFI Position: Q3 2026 in Review

BOK Financial held its SoFi Technologies (SOFI) position steady in Q3 2026 at 7 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

BOK Financial first reported a position in SOFI in Q1 2024 and has held it in 8 quarters since. The position peaked at $303 in Q1 2024. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • BOK Financial held 7 shares of SoFi Technologies worth $110 as of Q3 2026.
  • BOK Financial left its SoFi Technologies share count unchanged in Q3 2026.
  • SoFi Technologies made up ﹤0.01% of BOK Financial's portfolio in Q3 2026, its #1101 holding.
  • BOK Financial first reported a position in SoFi Technologies in Q1 2024 and has held it in 8 quarters since.
  • BOK Financial's SoFi Technologies position peaked at $303 in Q1 2024.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.