Stifel Financial
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Stifel Financial’s SoFi Technologies SOFI Stock Holding History

Stifel Financial’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
Q3 		$646K Sell
41,081
-10,296
-20% -$181K ﹤0.01% 2832
2026
Q2 		$921K Buy
51,377
+21,092
+70% +$357K ﹤0.01% 2609
2026
Q1 		$481K Sell
30,285
-144,903
-83% -$3.05M ﹤0.01% 2904
2025
Q4 		$4.59M Buy
175,188
+46,500
+36% +$1.3M ﹤0.01% 1389
2025
Q3 		$3.4M Buy
128,688
+107,013
+494% +$2.54M ﹤0.01% 1523
2025
Q2 		$395K Sell
21,675
-1,122
-5% -$14.8K ﹤0.01% 2900
2025
Q1 		$265K Sell
22,797
-39,749
-64% -$573K ﹤0.01% 3046
2024
Q4 		$963K Sell
62,546
-31,647
-34% -$411K ﹤0.01% 2267
2024
Q3 		$740K Sell
94,193
-14,288
-13% -$104K ﹤0.01% 2426
2024
Q2 		$717K Sell
108,481
-57,978
-35% -$409K ﹤0.01% 2388
2024
Q1 		$1.22M Buy
166,459
+63,958
+62% +$508K ﹤0.01% 2062
2023
Q4 		$1.02M Sell
102,501
-8,195
-7% -$65.1K ﹤0.01% 2140
2023
Q3 		$884K Sell
110,696
-21,229
-16% -$187K ﹤0.01% 2122
2023
Q2 		$1.1M Sell
131,925
-79,263
-38% -$517K ﹤0.01% 2026
2023
Q1 		$1.28M Sell
211,188
-15,392
-7% -$93.3K ﹤0.01% 1874
2022
Q4 		$1.04M Buy
226,580
+9,945
+5% +$49.3K ﹤0.01% 1971
2022
Q3 		$1.06M Sell
216,635
-12,711
-6% -$80.4K ﹤0.01% 1937
2022
Q2 		$1.21M Sell
229,346
-17,168
-7% -$116K ﹤0.01% 1854
2022
Q1 		$2.33M Buy
246,514
+78,675
+47% +$904K ﹤0.01% 1510
2021
Q4 		$2.65M Buy
167,839
+76,405
+84% +$1.4M ﹤0.01% 1427
2021
Q3 		$1.45M Buy
91,434
+75,370
+469% +$1.18M ﹤0.01% 1796
2021
Q2 		$308K Buy
+16,064
New +$298K ﹤0.01% 2887

Other funds holding SOFI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Stifel Financial's SOFI Position: Q3 2026 in Review

Stifel Financial reduced its SoFi Technologies (SOFI) stake by 20% in Q3 2026, selling an estimated $181K and leaving 41,081 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Stifel Financial first reported a position in SOFI in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.59M in Q4 2025. 768 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Stifel Financial held 41,081 shares of SoFi Technologies worth $646K as of Q3 2026.
  • Stifel Financial sold 10,296 SoFi Technologies shares in Q3 2026, an estimated $181K.
  • SoFi Technologies made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #2832 holding.
  • Stifel Financial first reported a position in SoFi Technologies in Q2 2021 and has held it in 22 quarters since.
  • Stifel Financial's SoFi Technologies position peaked at $4.59M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.