Wells Fargo
SOFI icon

Wells Fargo’s SoFi Technologies SOFI Stock Holding History

Wells Fargo’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 		$106M Buy
5,885,387
+1,462,880
+33% +$24.8M 0.02% 660
2026
Q1 		$70.2M Sell
4,422,507
-1,318,250
-23% -$27.8M 0.01% 772
2025
Q4 		$150M Buy
5,740,757
+558,708
+11% +$15.6M 0.03% 468
2025
Q3 		$137M Sell
5,182,049
-1,124,900
-18% -$26.7M 0.03% 497
2025
Q2 		$115M Buy
6,306,949
+352,604
+6% +$4.65M 0.02% 531
2025
Q1 		$69.2M Sell
5,954,345
-1,204,268
-17% -$17.4M 0.02% 673
2024
Q4 		$110M Buy
7,158,613
+1,824,588
+34% +$23.7M 0.02% 505
2024
Q3 		$41.9M Buy
5,334,025
+1,968,365
+58% +$14.3M 0.01% 875
2024
Q2 		$22.2M Buy
3,365,660
+174,663
+5% +$1.23M 0.01% 1183
2024
Q1 		$23.3M Buy
3,190,997
+336,899
+12% +$2.68M 0.01% 1142
2023
Q4 		$28.4M Buy
2,854,098
+493,707
+21% +$3.92M 0.01% 985
2023
Q3 		$18.9M Buy
2,360,391
+894,999
+61% +$7.87M 0.01% 1132
2023
Q2 		$12.2M Buy
1,465,392
+117,761
+9% +$768K ﹤0.01% 1456
2023
Q1 		$8.18M Sell
1,347,631
-13,859
-1% -$84K ﹤0.01% 1735
2022
Q4 		$6.28M Sell
1,361,490
-305,143
-18% -$1.51M ﹤0.01% 1904
2022
Q3 		$8.13M Buy
1,666,633
+100,083
+6% +$633K ﹤0.01% 1673
2022
Q2 		$8.26M Sell
1,566,550
-300,339
-16% -$2.03M ﹤0.01% 1698
2022
Q1 		$17.6M Buy
1,866,889
+524,718
+39% +$6.03M ﹤0.01% 1391
2021
Q4 		$21.2M Buy
1,342,171
+542,875
+68% +$9.96M 0.01% 1296
2021
Q3 		$12.7M Buy
799,296
+660,216
+475% +$10.3M ﹤0.01% 2014
2021
Q2 		$2.67M Buy
139,080
+18,950
+16% +$351K ﹤0.01% 3430
2021
Q1 		$2.06M Buy
120,130
+40,629
+51% +$802K ﹤0.01% 3667
2020
Q4 		$989K Buy
+79,501
New +$898K ﹤0.01% 4036

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

Wells Fargo's SOFI Position: Q2 2026 in Review

Wells Fargo increased its SoFi Technologies (SOFI) stake by 33% in Q2 2026, buying an estimated $24.8M and bringing the position to 5,885,387 shares worth $106M. The position accounts for 0.02% of the portfolio, ranked #660.

Wells Fargo first reported a position in SOFI in Q4 2020 and has held it in 23 quarters since. The position peaked at $150M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Wells Fargo held 5,885,387 shares of SoFi Technologies worth $106M as of Q2 2026.
  • Wells Fargo bought 1,462,880 SoFi Technologies shares in Q2 2026, an estimated $24.8M.
  • SoFi Technologies made up 0.02% of Wells Fargo's portfolio in Q2 2026, its #660 holding.
  • Wells Fargo first reported a position in SoFi Technologies in Q4 2020 and has held it in 23 quarters since.
  • Wells Fargo's SoFi Technologies position peaked at $150M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.