Brown Advisory
SOFI icon

Brown Advisory’s SoFi Technologies SOFI Stock Holding History

Brown Advisory’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 		$218K Buy
+12,163
New +$206K ﹤0.01% 1375
2026
Q1 		– Sell
-12,706
Closed -$333K – 1459
2025
Q4 		$333K Sell
12,706
-226
-2% -$6.3K ﹤0.01% 1188
2025
Q3 		$342K Buy
12,932
+5
+0% +$119 ﹤0.01% 1170
2025
Q2 		$235K Sell
12,927
-11,846
-48% -$156K ﹤0.01% 1245
2025
Q1 		$288K Buy
+24,773
New +$357K ﹤0.01% 1143
2024
Q4 		– Sell
-10,255
Closed -$80.6K – 1373
2024
Q3 		$80.6K Sell
10,255
-17,948
-64% -$130K ﹤0.01% 1242
2024
Q2 		$186K Buy
28,203
+5,500
+24% +$38.8K ﹤0.01% 1177
2024
Q1 		$166K Sell
22,703
-12,276
-35% -$97.5K ﹤0.01% 1195
2023
Q4 		$348K Buy
34,979
+12,276
+54% +$97.6K ﹤0.01% 1022
2023
Q3 		$181K Hold
22,703
– – ﹤0.01% 1132
2023
Q2 		$189K Hold
22,703
– – ﹤0.01% 1124
2023
Q1 		$138K Hold
22,703
– – ﹤0.01% 1166
2022
Q4 		$105K Buy
22,703
+3,405
+18% +$16.9K ﹤0.01% 1168
2022
Q3 		$94K Buy
19,298
+100
+0.5% +$633 ﹤0.01% 1100
2022
Q2 		$101K Sell
19,198
-10,984
-36% -$74.2K ﹤0.01% 1072
2022
Q1 		$285K Sell
30,182
-24,237
-45% -$278K ﹤0.01% 981
2021
Q4 		$860K Sell
54,419
-19,872
-27% -$365K ﹤0.01% 754
2021
Q3 		$1.18M Buy
74,291
+30,946
+71% +$485K ﹤0.01% 665
2021
Q2 		$830K Buy
+43,345
New +$804K ﹤0.01% 748

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

Brown Advisory's SOFI Position: Q2 2026 in Review

Brown Advisory opened a new position in SoFi Technologies (SOFI) in Q2 2026: 12,163 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: Brown Advisory previously reported a position in SOFI as recently as Q4 2025.

Brown Advisory first reported a position in SOFI in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q3 2021. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Brown Advisory held 12,163 shares of SoFi Technologies worth $218K as of Q2 2026.
  • SoFi Technologies was a new Brown Advisory position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1375 holding.
  • Brown Advisory first reported a position in SoFi Technologies in Q2 2021 and has held it in 19 quarters since.
  • Brown Advisory's SoFi Technologies position peaked at $1.18M in Q3 2021.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.