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SOFI · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SOFIBAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SOFI
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterSOFIBAC
Q3 2020none listed holders, n.a.33 holders, $48.3bn
Q4 2020none listed holders, n.a.36 holders, $60.7bn
Q1 2021none listed holders, n.a.33 holders, $77.6bn
Q2 202110 holders, $1.6bn30 holders, $83.1bn
Q3 20216 holders, $650m28 holders, $81.4bn
Q4 20214 holders, $753m30 holders, $82.8bn
Q1 20221 holders, $277m39 holders, $74.0bn
Q2 20222 holders, $80m40 holders, $54.7bn
Q3 20223 holders, $57m36 holders, $53.0bn
Q4 20223 holders, $68m33 holders, $59.0bn
Q1 20233 holders, $59m32 holders, $50.5bn
Q2 20238 holders, $361m37 holders, $49.0bn
Q3 20233 holders, $241m36 holders, $46.0bn
Q4 20236 holders, $295m34 holders, $56.6bn
Q1 20246 holders, $197m35 holders, $64.4bn
Q2 20245 holders, $146m35 holders, $68.9bn
Q3 20246 holders, $288m43 holders, $60.8bn
Q4 202413 holders, $1.5bn43 holders, $63.8bn
Q1 202514 holders, $1.0bn40 holders, $59.8bn
Q2 202517 holders, $2.1bn44 holders, $67.4bn
Q3 202519 holders, $2.9bn44 holders, $72.1bn
Q4 202517 holders, $3.0bn41 holders, $68.5bn
Q1 202612 holders, $1.6bn39 holders, $59.5bn
Q2 20268 holders, $781m37 holders, $64.8bn
SOFI

Sofi Technologies Inc

Holders
12
Reported value
$1.6bn
Buyers
15
Sellers
19

Breadth -4 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
39
Reported value
$59.5bn
Buyers
18
Sellers
30

Breadth -12 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SOFI (6)

ARK Investment Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, PDT Partners LLC, Polen Capital Management LLC

Only BAC (33)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, and 8 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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