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UMB Bank’s SoFi Technologies SOFI Stock Holding History

UMB Bank’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 		$584K Sell
32,587
-53
-0.2% -$898 0.01% 456
2026
Q1 		$518K Buy
32,640
+191
+0.6% +$4.03K 0.01% 469
2025
Q4 		$850K Buy
32,449
+1,337
+4% +$37.3K 0.01% 385
2025
Q3 		$822K Sell
31,112
-2,079
-6% -$49.3K 0.01% 359
2025
Q2 		$604K Buy
33,191
+36
+0.1% +$475 0.01% 393
2025
Q1 		$386K Sell
33,155
-7,489
-18% -$108K 0.01% 444
2024
Q4 		$626K Buy
40,644
+9,407
+30% +$122K 0.01% 383
2024
Q3 		$246K Hold
31,237
– – ﹤0.01% 530
2024
Q2 		$206K Hold
31,237
– – ﹤0.01% 552
2024
Q1 		$228K Buy
31,237
+8,278
+36% +$65.7K ﹤0.01% 537
2023
Q4 		$228K Buy
22,959
+7,843
+52% +$62.3K ﹤0.01% 553
2023
Q3 		$121K Buy
15,116
+8,945
+145% +$78.7K ﹤0.01% 664
2023
Q2 		$51.5K Hold
6,171
– – ﹤0.01% 841
2023
Q1 		$37.5K Hold
6,171
– – ﹤0.01% 917
2022
Q4 		$28K Hold
6,171
– – ﹤0.01% 1000
2022
Q3 		$30K Hold
6,171
– – ﹤0.01% 993
2022
Q2 		$33K Buy
+6,171
New +$41.7K ﹤0.01% 1019

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

UMB Bank's SOFI Position: Q2 2026 in Review

UMB Bank reduced its SoFi Technologies (SOFI) stake by 0.16% in Q2 2026, selling an estimated $898 and leaving 32,587 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #456.

UMB Bank first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $850K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • UMB Bank held 32,587 shares of SoFi Technologies worth $584K as of Q2 2026.
  • UMB Bank sold 53 SoFi Technologies shares in Q2 2026, an estimated $898.
  • SoFi Technologies made up 0.01% of UMB Bank's portfolio in Q2 2026, its #456 holding.
  • UMB Bank first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • UMB Bank's SoFi Technologies position peaked at $850K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.