HSBC Holdings
SOFI icon

HSBC Holdings’s SoFi Technologies SOFI Stock Holding History

HSBC Holdings’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
Q1 		$13.1M Buy
824,115
+405,010
+97% +$8.54M 0.01% 855
2025
Q4 		$11M Buy
419,105
+53,941
+15% +$1.5M 0.01% 914
2025
Q3 		$9.57M Buy
365,164
+352,673
+2,823% +$8.37M 0.01% 938
2025
Q2 		$232K Sell
12,491
-4,614
-27% -$60.8K ﹤0.01% 2602
2025
Q1 		$197K Buy
17,105
+4,100
+32% +$59.1K ﹤0.01% 2627
2024
Q4 		$204K Buy
+13,005
New +$169K ﹤0.01% 2710
2024
Q3 		– Sell
-719,243
Closed -$4.71M – 3145
2024
Q2 		$4.71M Buy
719,243
+554,866
+338% +$3.91M ﹤0.01% 1079
2024
Q1 		$1.2M Buy
164,377
+153,314
+1,386% +$1.22M ﹤0.01% 1695
2023
Q4 		$110K Buy
+11,063
New +$87.9K ﹤0.01% 2589
2023
Q3 		– Sell
-393,510
Closed -$3.34M – 2835
2023
Q2 		$3.34M Buy
393,510
+370,107
+1,581% +$2.41M ﹤0.01% 1226
2023
Q1 		$142K Sell
23,403
-3,146
-12% -$19.1K ﹤0.01% 2455
2022
Q4 		$120K Sell
26,549
-132,649
-83% -$658K ﹤0.01% 2878
2022
Q3 		$781K Buy
159,198
+22,593
+17% +$143K ﹤0.01% 1948
2022
Q2 		$735K Buy
136,605
+49,631
+57% +$335K ﹤0.01% 2097
2022
Q1 		$823K Sell
86,974
-48,887
-36% -$561K ﹤0.01% 2083
2021
Q4 		$2.15M Buy
135,861
+30,775
+29% +$565K ﹤0.01% 1659
2021
Q3 		$1.67M Buy
105,086
+33,586
+47% +$526K ﹤0.01% 1613
2021
Q2 		$1.37M Buy
+71,500
New +$1.33M ﹤0.01% 1608

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

HSBC Holdings's SOFI Position: Q1 2026 in Review

HSBC Holdings increased its SoFi Technologies (SOFI) stake by 97% in Q1 2026, buying an estimated $8.54M and bringing the position to 824,115 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #855.

HSBC Holdings first reported a position in SOFI in Q2 2021 and has held it in 18 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • HSBC Holdings held 824,115 shares of SoFi Technologies worth $13.1M as of Q1 2026.
  • HSBC Holdings bought 405,010 SoFi Technologies shares in Q1 2026, an estimated $8.54M.
  • SoFi Technologies made up 0.01% of HSBC Holdings's portfolio in Q1 2026, its #855 holding.
  • HSBC Holdings first reported a position in SoFi Technologies in Q2 2021 and has held it in 18 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.