Legal & General Group
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Legal & General Group’s SoFi Technologies SOFI Stock Holding History

Legal & General Group’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 		$64.7M Buy
3,608,784
+158,198
+5% +$2.68M 0.01% 592
2026
Q1 		$54.8M Buy
3,450,586
+966,039
+39% +$20.4M 0.01% 609
2025
Q4 		$65M Buy
2,484,547
+343,755
+16% +$9.58M 0.01% 593
2025
Q3 		$56.6M Buy
2,140,792
+960,794
+81% +$22.8M 0.01% 600
2025
Q2 		$21.5M Buy
1,179,998
+39,483
+3% +$521K 0.01% 825
2025
Q1 		$13.3M Buy
1,140,515
+110,245
+11% +$1.59M ﹤0.01% 992
2024
Q4 		$15.9M Sell
1,030,270
-185
-0% -$2.4K ﹤0.01% 920
2024
Q3 		$8.1M Buy
1,030,455
+41,946
+4% +$305K ﹤0.01% 1302
2024
Q2 		$6.53M Buy
988,509
+84,889
+9% +$599K ﹤0.01% 1376
2024
Q1 		$6.6M Buy
903,620
+53,374
+6% +$424K ﹤0.01% 1375
2023
Q4 		$8.46M Buy
850,246
+27,887
+3% +$222K ﹤0.01% 1226
2023
Q3 		$6.57M Buy
822,359
+62,509
+8% +$550K ﹤0.01% 1285
2023
Q2 		$6.34M Buy
759,850
+104,586
+16% +$682K ﹤0.01% 1323
2023
Q1 		$3.98M Buy
655,264
+45,526
+7% +$276K ﹤0.01% 1536
2022
Q4 		$2.81M Sell
609,738
-41,969
-6% -$208K ﹤0.01% 1710
2022
Q3 		$3.18M Sell
651,707
-7,250
-1% -$45.9K ﹤0.01% 1609
2022
Q2 		$3.47M Sell
658,957
-644,853
-49% -$4.36M ﹤0.01% 1600
2022
Q1 		$12.3M Buy
1,303,810
+278,817
+27% +$3.2M ﹤0.01% 1064
2021
Q4 		$16.2M Buy
+1,024,993
New +$18.8M ﹤0.01% 974

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

Legal & General Group's SOFI Position: Q2 2026 in Review

Legal & General Group increased its SoFi Technologies (SOFI) stake by 4.6% in Q2 2026, buying an estimated $2.68M and bringing the position to 3,608,784 shares worth $64.7M. The position accounts for 0.01% of the portfolio, ranked #592.

Legal & General Group first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $65M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Legal & General Group held 3,608,784 shares of SoFi Technologies worth $64.7M as of Q2 2026.
  • Legal & General Group bought 158,198 SoFi Technologies shares in Q2 2026, an estimated $2.68M.
  • SoFi Technologies made up 0.01% of Legal & General Group's portfolio in Q2 2026, its #592 holding.
  • Legal & General Group first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Legal & General Group's SoFi Technologies position peaked at $65M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.