Charles Schwab’s SoFi Technologies SOFI Stock Holding History

Charles Schwab’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	$131M	Buy	7,280,268 +809,882	+13%	+$13.7M	0.02%	640
2026 Q1	$103M	Buy	6,470,386 +431,856	+7%	+$9.1M	0.02%	708
2025 Q4	$158M	Buy	6,038,530 +520,393	+9%	+$14.5M	0.02%	506
2025 Q3	$146M	Sell	5,518,137 -1,110,172	-17%	-$26.3M	0.02%	517
2025 Q2	$121M	Buy	6,628,309 +155,583	+2%	+$2.05M	0.02%	592
2025 Q1	$75.3M	Buy	6,472,726 +159,109	+3%	+$2.29M	0.01%	803
2024 Q4	$97.2M	Buy	6,313,617 +167,780	+3%	+$2.18M	0.02%	683
2024 Q3	$48.3M	Buy	6,145,837 +87,097	+1%	+$633K	0.01%	1144
2024 Q2	$40M	Buy	6,058,740 +524,248	+9%	+$3.7M	0.01%	1222
2024 Q1	$40.4M	Buy	5,534,492 +41,082	+0.7%	+$326K	0.01%	1172
2023 Q4	$54.7M	Buy	5,493,410 +199,949	+4%	+$1.59M	0.01%	908
2023 Q3	$42.3M	Buy	5,293,461 +687,687	+15%	+$6.05M	0.01%	994
2023 Q2	$38.4M	Buy	4,605,774 +83,140	+2%	+$542K	0.01%	1043
2023 Q1	$27.5M	Buy	4,522,634 +37,622	+0.8%	+$228K	0.01%	1229
2022 Q4	$20.7M	Buy	4,485,012 +174,226	+4%	+$864K	0.01%	1415
2022 Q3	$21M	Buy	4,310,786 +496,871	+13%	+$3.14M	0.01%	1347
2022 Q2	$20.1M	Buy	3,813,915 +598,820	+19%	+$4.05M	0.01%	1409
2022 Q1	$30.4M	Buy	3,215,095 +59,447	+2%	+$683K	0.01%	1216
2021 Q4	$49.9M	Buy	3,155,648 +345,699	+12%	+$6.34M	0.01%	900
2021 Q3	$44.6M	Buy	+2,809,949	New	+$44M	0.01%	958

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab's SOFI Position: Q2 2026 in Review

Charles Schwab increased its SoFi Technologies (SOFI) stake by 13% in Q2 2026, buying an estimated $13.7M and bringing the position to 7,280,268 shares worth $131M. The position accounts for 0.02% of the portfolio, ranked #640.

Charles Schwab first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $158M in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Charles Schwab held 7,280,268 shares of SoFi Technologies worth $131M as of Q2 2026.
Charles Schwab bought 809,882 SoFi Technologies shares in Q2 2026, an estimated $13.7M.
SoFi Technologies made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #640 holding.
Charles Schwab first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
Charles Schwab's SoFi Technologies position peaked at $158M in Q4 2025.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.