Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s SoFi Technologies SOFI Stock Holding History

Northwestern Mutual Wealth Management’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 		$5.14M Sell
286,663
-1,339,121
-82% -$22.7M ﹤0.01% 841
2026
Q1 		$25.8M Buy
1,625,784
+1,484,653
+1,052% +$31.3M 0.02% 388
2025
Q4 		$3.69M Buy
141,131
+5,029
+4% +$140K ﹤0.01% 872
2025
Q3 		$3.6M Sell
136,102
-31,414
-19% -$745K ﹤0.01% 834
2025
Q2 		$3.05M Buy
167,516
+30,006
+22% +$396K ﹤0.01% 830
2025
Q1 		$1.6M Sell
137,510
-52,729
-28% -$760K ﹤0.01% 967
2024
Q4 		$2.93M Sell
190,239
-161,067
-46% -$2.09M ﹤0.01% 757
2024
Q3 		$2.76M Buy
351,306
+56,595
+19% +$411K ﹤0.01% 762
2024
Q2 		$1.95M Buy
294,711
+115,316
+64% +$813K ﹤0.01% 823
2024
Q1 		$1.31M Buy
179,395
+62,748
+54% +$498K ﹤0.01% 924
2023
Q4 		$1.16M Buy
116,647
+3,218
+3% +$25.6K ﹤0.01% 926
2023
Q3 		$906K Buy
113,429
+6,429
+6% +$56.5K ﹤0.01% 982
2023
Q2 		$892K Sell
107,000
-2,678
-2% -$17.5K ﹤0.01% 974
2023
Q1 		$666K Buy
109,678
+30,448
+38% +$185K ﹤0.01% 1045
2022
Q4 		$365K Buy
79,230
+36,817
+87% +$183K ﹤0.01% 1217
2022
Q3 		$207K Buy
42,413
+6,627
+19% +$41.9K ﹤0.01% 1385
2022
Q2 		$189K Buy
35,786
+4,762
+15% +$32.2K ﹤0.01% 1403
2022
Q1 		$294K Buy
31,024
+3,314
+12% +$38.1K ﹤0.01% 1292
2021
Q4 		$439K Buy
27,710
+6,147
+29% +$113K ﹤0.01% 1133
2021
Q3 		$343K Buy
21,563
+18,370
+575% +$288K ﹤0.01% 1138
2021
Q2 		$61K Buy
+3,193
New +$59.2K ﹤0.01% 1785

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's SOFI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its SoFi Technologies (SOFI) stake by 82% in Q2 2026, selling an estimated $22.7M and leaving 286,663 shares worth $5.14M. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Northwestern Mutual Wealth Management first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $25.8M in Q1 2026. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Northwestern Mutual Wealth Management held 286,663 shares of SoFi Technologies worth $5.14M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 1,339,121 SoFi Technologies shares in Q2 2026, an estimated $22.7M.
  • SoFi Technologies made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #841 holding.
  • Northwestern Mutual Wealth Management first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
  • Northwestern Mutual Wealth Management's SoFi Technologies position peaked at $25.8M in Q1 2026.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.