State Street
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State Street’s SoFi Technologies SOFI Stock Holding History

State Street’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 		$516M Buy
28,763,660
+1,448,463
+5% +$24.5M 0.02% 581
2026
Q1 		$434M Buy
27,315,197
+1,377,269
+5% +$29M 0.02% 595
2025
Q4 		$679M Buy
25,937,928
+1,637,430
+7% +$45.6M 0.02% 484
2025
Q3 		$642M Buy
24,300,498
+5,708,053
+31% +$135M 0.02% 492
2025
Q2 		$339M Sell
18,592,445
-135,728
-0.7% -$1.79M 0.01% 661
2025
Q1 		$218M Sell
18,728,173
-33,156
-0.2% -$478K 0.01% 847
2024
Q4 		$289M Buy
18,761,329
+698,474
+4% +$9.07M 0.01% 735
2024
Q3 		$142M Buy
18,062,855
+310,532
+2% +$2.26M 0.01% 1119
2024
Q2 		$117M Buy
17,752,323
+1,242,854
+8% +$8.76M 0.01% 1167
2024
Q1 		$121M Buy
16,509,469
+331,750
+2% +$2.63M 0.01% 1188
2023
Q4 		$161M Buy
16,177,719
+1,207,204
+8% +$9.6M 0.01% 973
2023
Q3 		$120M Buy
14,970,515
+1,289,996
+9% +$11.3M 0.01% 1066
2023
Q2 		$114M Buy
13,680,519
+1,567,782
+13% +$10.2M 0.01% 1127
2023
Q1 		$73.5M Buy
12,112,737
+721,911
+6% +$4.38M ﹤0.01% 1393
2022
Q4 		$52.5M Sell
11,390,826
-344,785
-3% -$1.71M ﹤0.01% 1607
2022
Q3 		$57.3M Buy
11,735,611
+48,717
+0.4% +$308K ﹤0.01% 1506
2022
Q2 		$61.6M Buy
11,686,894
+5,068,034
+77% +$34.2M ﹤0.01% 1487
2022
Q1 		$62.5M Buy
6,618,860
+689,824
+12% +$7.92M ﹤0.01% 1621
2021
Q4 		$93.7M Buy
5,929,036
+4,087,917
+222% +$75M ﹤0.01% 1350
2021
Q3 		$29.2M Buy
+1,841,119
New +$28.9M ﹤0.01% 2201

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

State Street's SOFI Position: Q2 2026 in Review

State Street increased its SoFi Technologies (SOFI) stake by 5.3% in Q2 2026, buying an estimated $24.5M and bringing the position to 28,763,660 shares worth $516M. The position accounts for 0.02% of the portfolio, ranked #581.

State Street first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $679M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • State Street held 28,763,660 shares of SoFi Technologies worth $516M as of Q2 2026.
  • State Street bought 1,448,463 SoFi Technologies shares in Q2 2026, an estimated $24.5M.
  • SoFi Technologies made up 0.02% of State Street's portfolio in Q2 2026, its #581 holding.
  • State Street first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • State Street's SoFi Technologies position peaked at $679M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.