Northern Trust
SOFI icon

Northern Trust’s SoFi Technologies SOFI Stock Holding History

Northern Trust’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 		$137M Buy
7,620,475
+273,810
+4% +$4.64M 0.02% 644
2026
Q1 		$117M Buy
7,346,665
+367,575
+5% +$7.75M 0.02% 671
2025
Q4 		$183M Buy
6,979,090
+346,658
+5% +$9.66M 0.02% 526
2025
Q3 		$175M Buy
6,632,432
+625,571
+10% +$14.8M 0.02% 540
2025
Q2 		$109M Buy
6,006,861
+18,867
+0.3% +$249K 0.02% 672
2025
Q1 		$69.6M Sell
5,987,994
-64,307
-1% -$927K 0.01% 894
2024
Q4 		$93.2M Buy
6,052,301
+1,121,550
+23% +$14.6M 0.01% 752
2024
Q3 		$38.8M Buy
4,930,751
+155,082
+3% +$1.13M 0.01% 1199
2024
Q2 		$31.6M Buy
4,775,669
+565,213
+13% +$3.99M 0.01% 1264
2024
Q1 		$30.7M Sell
4,210,456
-334,185
-7% -$2.65M 0.01% 1310
2023
Q4 		$45.2M Buy
4,544,641
+172,855
+4% +$1.37M 0.01% 1074
2023
Q3 		$34.9M Buy
4,371,786
+584,335
+15% +$5.14M 0.01% 1173
2023
Q2 		$31.6M Buy
3,787,451
+317,073
+9% +$2.07M 0.01% 1268
2023
Q1 		$21.1M Buy
3,470,378
+159,083
+5% +$965K ﹤0.01% 1517
2022
Q4 		$15.3M Buy
3,311,295
+166,660
+5% +$827K ﹤0.01% 1719
2022
Q3 		$15.3M Buy
3,144,635
+261,296
+9% +$1.65M ﹤0.01% 1680
2022
Q2 		$15.2M Buy
2,883,339
+811,920
+39% +$5.49M ﹤0.01% 1724
2022
Q1 		$19.6M Buy
2,071,419
+172,275
+9% +$1.98M ﹤0.01% 1692
2021
Q4 		$30M Buy
1,899,144
+848,206
+81% +$15.6M ﹤0.01% 1488
2021
Q3 		$16.7M Buy
+1,050,938
New +$16.5M ﹤0.01% 1919

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

Northern Trust's SOFI Position: Q2 2026 in Review

Northern Trust increased its SoFi Technologies (SOFI) stake by 3.7% in Q2 2026, buying an estimated $4.64M and bringing the position to 7,620,475 shares worth $137M. The position accounts for 0.02% of the portfolio, ranked #644.

Northern Trust first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $183M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Northern Trust held 7,620,475 shares of SoFi Technologies worth $137M as of Q2 2026.
  • Northern Trust bought 273,810 SoFi Technologies shares in Q2 2026, an estimated $4.64M.
  • SoFi Technologies made up 0.02% of Northern Trust's portfolio in Q2 2026, its #644 holding.
  • Northern Trust first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Northern Trust's SoFi Technologies position peaked at $183M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.