MML Investors Services
SOFI icon

MML Investors Services’s SoFi Technologies SOFI Stock Holding History

MML Investors Services’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 		$7.47M Buy
416,819
+58,903
+16% +$998K 0.02% 770
2026
Q1 		$5.68M Sell
357,916
-85,027
-19% -$1.79M 0.02% 760
2025
Q4 		$11.6M Buy
442,943
+188,412
+74% +$5.25M 0.03% 526
2025
Q3 		$6.72M Sell
254,531
-56,081
-18% -$1.33M 0.02% 691
2025
Q2 		$5.66M Buy
310,612
+41,593
+15% +$549K 0.02% 737
2025
Q1 		$3.13M Sell
269,019
-939,041
-78% -$13.5M 0.01% 957
2024
Q4 		$18.6M Sell
1,208,060
-281,872
-19% -$3.66M 0.06% 296
2024
Q3 		$11.7M Buy
1,489,932
+195,236
+15% +$1.42M 0.04% 386
2024
Q2 		$8.56M Buy
1,294,696
+534,998
+70% +$3.77M 0.03% 446
2024
Q1 		$5.55M Sell
759,698
-2,882
-0.4% -$22.9K 0.02% 603
2023
Q4 		$7.59M Buy
762,580
+46,438
+6% +$369K 0.04% 462
2023
Q3 		$5.72M Buy
716,142
+20,561
+3% +$181K 0.03% 490
2023
Q2 		$5.8M Buy
695,581
+126,927
+22% +$827K 0.03% 479
2023
Q1 		$3.45M Buy
568,654
+19,875
+4% +$121K 0.02% 583
2022
Q4 		$2.53M Buy
548,779
+21,132
+4% +$105K 0.02% 731
2022
Q3 		$2.58M Buy
527,647
+46,641
+10% +$295K 0.02% 653
2022
Q2 		$2.54M Buy
481,006
+141,136
+42% +$954K 0.02% 661
2022
Q1 		$3.21M Buy
339,870
+25,512
+8% +$293K 0.02% 605
2021
Q4 		$4.97M Buy
314,358
+33,183
+12% +$609K 0.04% 444
2021
Q3 		$4.46M Buy
281,175
+151,955
+118% +$2.38M 0.04% 448
2021
Q2 		$2.48M Buy
129,220
+85,995
+199% +$1.59M 0.02% 634
2021
Q1 		$741K Buy
+43,225
New +$853K 0.01% 1069

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 $3.38T AUM 44.17% 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

MML Investors Services's SOFI Position: Q2 2026 in Review

MML Investors Services increased its SoFi Technologies (SOFI) stake by 16% in Q2 2026, buying an estimated $998K and bringing the position to 416,819 shares worth $7.47M. The position accounts for 0.02% of the portfolio, ranked #770.

MML Investors Services first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $18.6M in Q4 2024. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • MML Investors Services held 416,819 shares of SoFi Technologies worth $7.47M as of Q2 2026.
  • MML Investors Services bought 58,903 SoFi Technologies shares in Q2 2026, an estimated $998K.
  • SoFi Technologies made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #770 holding.
  • MML Investors Services first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • MML Investors Services's SoFi Technologies position peaked at $18.6M in Q4 2024.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.