Rockefeller Capital Management
SOFI icon

Rockefeller Capital Management’s SoFi Technologies SOFI Stock Holding History

Rockefeller Capital Management’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 		$16.7M Sell
929,800
-206,706
-18% -$3.5M 0.03% 542
2026
Q1 		$18M Buy
1,136,506
+120,307
+12% +$2.54M 0.03% 469
2025
Q4 		$26.6M Buy
1,016,199
+27,380
+3% +$763K 0.05% 363
2025
Q3 		$26.1M Sell
988,819
-51,284
-5% -$1.22M 0.05% 334
2025
Q2 		$18.9M Sell
1,040,103
-606,314
-37% -$8M 0.04% 404
2025
Q1 		$19.1M Buy
1,646,417
+1,071,915
+187% +$15.4M 0.05% 378
2024
Q4 		$8.85M Sell
574,502
-1,634,764
-74% -$21.2M 0.02% 580
2024
Q3 		$17.4M Buy
2,209,266
+376,899
+21% +$2.74M 0.05% 387
2024
Q2 		$12.1M Buy
1,832,367
+836,493
+84% +$5.9M 0.03% 452
2024
Q1 		$7.27M Buy
995,874
+896,710
+904% +$7.12M 0.02% 585
2023
Q4 		$987K Sell
99,164
-520,526
-84% -$4.14M ﹤0.01% 1142
2023
Q3 		$4.95M Buy
619,690
+573,127
+1,231% +$5.04M 0.02% 579
2023
Q2 		$388K Buy
46,563
+12,354
+36% +$80.5K ﹤0.01% 1435
2023
Q1 		$207K Sell
34,209
-10,361
-23% -$62.8K ﹤0.01% 1804
2022
Q4 		$205K Sell
44,570
-7,509
-14% -$37.2K ﹤0.01% 1657
2022
Q3 		$254K Sell
52,079
-16,179
-24% -$102K ﹤0.01% 1545
2022
Q2 		$359K Buy
68,258
+12,312
+22% +$83.2K ﹤0.01% 1395
2022
Q1 		$528K Buy
55,946
+9,899
+21% +$114K ﹤0.01% 1299
2021
Q4 		$728K Buy
46,047
+21,797
+90% +$400K ﹤0.01% 1174
2021
Q3 		$385K Buy
24,250
+9,000
+59% +$141K ﹤0.01% 1352
2021
Q2 		$292K Sell
15,250
-1,968
-11% -$36.5K ﹤0.01% 1376
2021
Q1 		$295K Buy
+17,218
New +$340K ﹤0.01% 1207

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

Rockefeller Capital Management's SOFI Position: Q2 2026 in Review

Rockefeller Capital Management reduced its SoFi Technologies (SOFI) stake by 18% in Q2 2026, selling an estimated $3.5M and leaving 929,800 shares worth $16.7M. The position accounts for 0.03% of the portfolio, ranked #542.

Rockefeller Capital Management first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $26.6M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Rockefeller Capital Management held 929,800 shares of SoFi Technologies worth $16.7M as of Q2 2026.
  • Rockefeller Capital Management sold 206,706 SoFi Technologies shares in Q2 2026, an estimated $3.5M.
  • SoFi Technologies made up 0.03% of Rockefeller Capital Management's portfolio in Q2 2026, its #542 holding.
  • Rockefeller Capital Management first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • Rockefeller Capital Management's SoFi Technologies position peaked at $26.6M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.