Mercer Global Advisors
SOFI icon

Mercer Global Advisors’s SoFi Technologies SOFI Stock Holding History

Mercer Global Advisors’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 		$2.3M Sell
128,074
-15,696
-11% -$266K ﹤0.01% 1253
2026
Q1 		$2.28M Sell
143,770
-2,720
-2% -$57.3K ﹤0.01% 1132
2025
Q4 		$3.83M Sell
146,490
-32,652
-18% -$910K 0.01% 814
2025
Q3 		$4.73M Buy
+179,142
New +$4.25M 0.01% 686
2025
Q2 		– Sell
-205,302
Closed -$2.71M – 2365
2025
Q1 		$2.39M Buy
205,302
+32,318
+19% +$466K 0.01% 778
2024
Q4 		$2.66M Buy
172,984
+25,480
+17% +$331K 0.01% 741
2024
Q3 		$1.13M Buy
147,504
+77,103
+110% +$560K ﹤0.01% 975
2024
Q2 		$621K Buy
70,401
+4,661
+7% +$32.9K ﹤0.01% 1191
2024
Q1 		$482K Sell
65,740
-14,752
-18% -$117K ﹤0.01% 1304
2023
Q4 		$801K Sell
80,492
-16,080
-17% -$128K ﹤0.01% 1073
2023
Q3 		$772K Buy
96,572
+56,914
+144% +$500K ﹤0.01% 1047
2023
Q2 		$331K Buy
39,658
+8,047
+25% +$52.5K ﹤0.01% 1458
2023
Q1 		$192K Sell
31,611
-5,195
-14% -$31.5K ﹤0.01% 1744
2022
Q4 		$170K Buy
36,806
+8,924
+32% +$44.3K ﹤0.01% 1740
2022
Q3 		$136K Buy
27,882
+1,904
+7% +$12K ﹤0.01% 1683
2022
Q2 		$137K Buy
25,978
+1,789
+7% +$12.1K ﹤0.01% 1696
2022
Q1 		$229K Buy
24,189
+9,272
+62% +$106K ﹤0.01% 1652
2021
Q4 		$236K Sell
14,917
-9,164
-38% -$168K ﹤0.01% 1581
2021
Q3 		$382K Buy
+24,081
New +$377K ﹤0.01% 1312

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

Mercer Global Advisors's SOFI Position: Q2 2026 in Review

Mercer Global Advisors reduced its SoFi Technologies (SOFI) stake by 11% in Q2 2026, selling an estimated $266K and leaving 128,074 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Mercer Global Advisors first reported a position in SOFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.73M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Mercer Global Advisors held 128,074 shares of SoFi Technologies worth $2.3M as of Q2 2026.
  • Mercer Global Advisors sold 15,696 SoFi Technologies shares in Q2 2026, an estimated $266K.
  • SoFi Technologies made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1253 holding.
  • Mercer Global Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 19 quarters since.
  • Mercer Global Advisors's SoFi Technologies position peaked at $4.73M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.