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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
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

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

BOK Financial's SOFI Position: Q2 2026 in Review

BOK Financial opened a new position in SoFi Technologies (SOFI) in Q2 2026: 7 shares worth $126. The stake represents ﹤0.01% of the portfolio and ranks #1158 among its holdings. This is a return to the name: BOK Financial previously reported a position in SOFI as recently as Q2 2025.

BOK Financial first reported a position in SOFI in Q1 2024 and has held it in 7 quarters since. The position peaked at $303 in Q1 2024. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • BOK Financial held 7 shares of SoFi Technologies worth $126 as of Q2 2026.
  • SoFi Technologies was a new BOK Financial position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #1158 holding.
  • BOK Financial first reported a position in SoFi Technologies in Q1 2024 and has held it in 7 quarters since.
  • BOK Financial's SoFi Technologies position peaked at $303 in Q1 2024.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.