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 Q1	–	Sell	-100,000	Closed	-$2.62M	–	7438
2025 Q4	$2.62M	Buy	+100,000	New	+$2.79M	﹤0.01%	3223
2025 Q1	–	Sell	-430,000	Closed	-$6.62M	–	7246
2024 Q4	$6.62M	Buy	430,000 +270,800	+170%	+$3.52M	﹤0.01%	2221
2024 Q3	$1.25M	Sell	159,200 -90,800	-36%	-$660K	﹤0.01%	3396
2024 Q2	$1.65M	Buy	+250,000	New	+$1.76M	﹤0.01%	3133
2023 Q1	–	Sell	-200	Closed	-$922	–	7795
2022 Q4	$922	Buy	+200	New	+$992	﹤0.01%	6210
2022 Q1	–	Sell	-175,000	Closed	-$2.77M	–	7747
2021 Q4	$2.77M	Buy	+175,000	New	+$3.21M	﹤0.01%	3174

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Wells Fargo's SOFI Position: Q1 2026 in Review

Wells Fargo reduced its SoFi Technologies (SOFI) stake by 23% in Q1 2026, selling an estimated $27.8M and leaving 4,422,507 shares worth $70.2M. The position accounts for 0.01% of the portfolio, ranked #772.

Wells Fargo first reported a position in SOFI in Q4 2020 and has held it in 22 quarters since. The position peaked at $150M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Wells Fargo held 4,422,507 shares of SoFi Technologies worth $70.2M as of Q1 2026.
Wells Fargo sold 1,318,250 SoFi Technologies shares in Q1 2026, an estimated $27.8M.
SoFi Technologies made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #772 holding.
Wells Fargo first reported a position in SoFi Technologies in Q4 2020 and has held it in 22 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 Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.