Brown Brothers Harriman & Co’s SoFi Technologies SOFI Stock Holding History

Brown Brothers Harriman & Co’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	$4.72K	Hold	263	–	–	﹤0.01%	1576
2026 Q1	$4.18K	Hold	263	–	–	﹤0.01%	1543
2025 Q4	$6.88K	Hold	263	–	–	﹤0.01%	1431
2025 Q3	$6.95K	Hold	263	–	–	﹤0.01%	1346
2025 Q2	$4.79K	Buy	+263	New	+$3.47K	﹤0.01%	1280
2024 Q3	–	Sell	-30	Closed	-$198	–	1473
2024 Q2	$198	Sell	30 -3,185	-99%	-$22.5K	﹤0.01%	1129
2024 Q1	$23.5K	Buy	3,215 +80	+3%	+$635	﹤0.01%	869
2023 Q4	$31.2K	Hold	3,135	–	–	﹤0.01%	784
2023 Q3	$25K	Hold	3,135	–	–	﹤0.01%	801
2023 Q2	$26.1K	Buy	+3,135	New	+$20.4K	﹤0.01%	807

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brown Brothers Harriman & Co's SOFI Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its SoFi Technologies (SOFI) position steady in Q2 2026 at 263 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Brown Brothers Harriman & Co first reported a position in SOFI in Q2 2023 and has held it in 10 quarters since. The position peaked at $31.2K in Q4 2023. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Brown Brothers Harriman & Co held 263 shares of SoFi Technologies worth $4.72K as of Q2 2026.
Brown Brothers Harriman & Co left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #1576 holding.
Brown Brothers Harriman & Co first reported a position in SoFi Technologies in Q2 2023 and has held it in 10 quarters since.
Brown Brothers Harriman & Co's SoFi Technologies position peaked at $31.2K in Q4 2023.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.