Mercer Global Advisors
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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
2025
Q3 		– Sell
-229,661
Closed -$4.18M – 2737
2025
Q2 		$4.18M Buy
+229,661
New +$3.03M 0.01% 619

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

Mercer Global Advisors's SOFI Position: Q1 2026 in Review

Mercer Global Advisors reduced its SoFi Technologies (SOFI) stake by 1.9% in Q1 2026, selling an estimated $57.3K and leaving 143,770 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Mercer Global Advisors first reported a position in SOFI in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.73M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Mercer Global Advisors held 143,770 shares of SoFi Technologies worth $2.28M as of Q1 2026.
  • Mercer Global Advisors sold 2,720 SoFi Technologies shares in Q1 2026, an estimated $57.3K.
  • SoFi Technologies made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1132 holding.
  • Mercer Global Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 18 quarters since.
  • Mercer Global Advisors's SoFi Technologies position peaked at $4.73M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.