Morgan Stanley
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Morgan Stanley’s SoFi Technologies SOFI Stock Holding History

Morgan Stanley’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 		$350M Sell
19,521,442
-1,737,325
-8% -$29.4M 0.02% 728
2026
Q1 		$338M Buy
21,258,767
+7,935,401
+60% +$167M 0.02% 697
2025
Q4 		$349M Buy
13,323,366
+3,350,258
+34% +$93.4M 0.02% 672
2025
Q3 		$263M Sell
9,973,108
-3,723,661
-27% -$88.4M 0.02% 780
2025
Q2 		$249M Sell
13,696,769
-68,185
-0.5% -$899K 0.02% 763
2025
Q1 		$160M Buy
13,764,954
+212,788
+2% +$3.07M 0.01% 969
2024
Q4 		$209M Buy
13,552,166
+1,619,565
+14% +$21M 0.01% 815
2024
Q3 		$93.8M Sell
11,932,601
-3,991,715
-25% -$29M 0.01% 1295
2024
Q2 		$105M Buy
15,924,316
+847,234
+6% +$5.97M 0.01% 1150
2024
Q1 		$110M Buy
15,077,082
+4,304,645
+40% +$34.2M 0.01% 1123
2023
Q4 		$107M Buy
10,772,437
+1,957,692
+22% +$15.6M 0.01% 1109
2023
Q3 		$70.4M Sell
8,814,745
-3,271,091
-27% -$28.8M 0.01% 1290
2023
Q2 		$101M Buy
12,085,836
+5,604,063
+86% +$36.5M 0.01% 1086
2023
Q1 		$39.3M Buy
6,481,773
+336,109
+5% +$2.04M ﹤0.01% 1767
2022
Q4 		$28.3M Sell
6,145,664
-866,472
-12% -$4.3M ﹤0.01% 1997
2022
Q3 		$34.2M Sell
7,012,136
-1,008,389
-13% -$6.38M ﹤0.01% 1635
2022
Q2 		$42.3M Buy
8,020,525
+515,370
+7% +$3.48M 0.01% 1511
2022
Q1 		$70.9M Buy
7,505,155
+3,015,078
+67% +$34.6M 0.01% 1073
2021
Q4 		$71M Buy
4,490,077
+1,573,151
+54% +$28.9M 0.01% 1118
2021
Q3 		$46.3M Buy
2,916,926
+1,678,699
+136% +$26.3M 0.01% 1345
2021
Q2 		$23.7M Buy
1,238,227
+431,140
+53% +$7.99M ﹤0.01% 1972
2021
Q1 		$13.8M Buy
807,087
+776,353
+2,526% +$15.3M ﹤0.01% 2307
2020
Q4 		$383K Buy
+30,734
New +$347K ﹤0.01% 5239

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
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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley's SOFI Position: Q2 2026 in Review

Morgan Stanley reduced its SoFi Technologies (SOFI) stake by 8.2% in Q2 2026, selling an estimated $29.4M and leaving 19,521,442 shares worth $350M. The position accounts for 0.02% of the portfolio, ranked #728.

Morgan Stanley first reported a position in SOFI in Q4 2020 and has held it in 23 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Morgan Stanley held 19,521,442 shares of SoFi Technologies worth $350M as of Q2 2026.
  • Morgan Stanley sold 1,737,325 SoFi Technologies shares in Q2 2026, an estimated $29.4M.
  • SoFi Technologies made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #728 holding.
  • Morgan Stanley first reported a position in SoFi Technologies in Q4 2020 and has held it in 23 quarters since.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.