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
Q1 		$31.8K Buy
+2,000
New +$42.2K ﹤0.01% 5604
2025
Q3 		– Sell
-1,283,200
Closed -$23.4M – 7365
2025
Q2 		$23.4M Sell
1,283,200
-216,800
-14% -$2.86M ﹤0.01% 1304
2025
Q1 		$17.4M Sell
1,500,000
-1,090,000
-42% -$15.7M ﹤0.01% 1422
2024
Q4 		$39.9M Buy
+2,590,000
New +$33.6M 0.01% 931
2022
Q1 		– Sell
-150,000
Closed -$2.37M – 7748
2021
Q4 		$2.37M Buy
+150,000
New +$2.75M ﹤0.01% 3324

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
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.