Russell Investments Group
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Russell Investments Group’s SoFi Technologies SOFI Stock Holding History

Russell Investments 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 		$17.3M Buy
961,350
+416,906
+77% +$7.06M 0.02% 798
2026
Q1 		$8.59M Sell
544,444
-95,825
-15% -$2.02M 0.01% 1029
2025
Q4 		$16.8M Buy
640,269
+251,637
+65% +$7.01M 0.02% 690
2025
Q3 		$10.3M Buy
388,632
+270,129
+228% +$6.41M 0.01% 892
2025
Q2 		$2.16M Buy
118,503
+26,160
+28% +$345K ﹤0.01% 1684
2025
Q1 		$1.07M Buy
92,343
+39,779
+76% +$573K ﹤0.01% 2002
2024
Q4 		$809K Buy
52,564
+2,774
+6% +$36K ﹤0.01% 2100
2024
Q3 		$391K Sell
49,790
-47,196
-49% -$343K ﹤0.01% 2345
2024
Q2 		$641K Buy
96,986
+53,362
+122% +$376K ﹤0.01% 2119
2024
Q1 		$318K Buy
43,624
+33,732
+341% +$268K ﹤0.01% 2346
2023
Q4 		$98.4K Sell
9,892
-39,361
-80% -$313K ﹤0.01% 2563
2023
Q3 		$392K Buy
49,253
+40,335
+452% +$355K ﹤0.01% 2308
2023
Q2 		$74.4K Buy
8,918
+181
+2% +$1.18K ﹤0.01% 2659
2023
Q1 		$53K Sell
8,737
-16,301
-65% -$98.8K ﹤0.01% 2707
2022
Q4 		$115K Sell
25,038
-73,449
-75% -$364K ﹤0.01% 2646
2022
Q3 		$479K Buy
98,487
+48,709
+98% +$308K ﹤0.01% 2262
2022
Q2 		$261K Buy
+49,778
New +$336K ﹤0.01% 2485
2022
Q1 		– Sell
-1,338,067
Closed -$21.2M – 2916
2021
Q4 		$21.2M Buy
1,338,067
+566,730
+73% +$10.4M 0.03% 588
2021
Q3 		$12.2M Buy
+771,337
New +$12.1M 0.02% 792

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

Russell Investments Group's SOFI Position: Q2 2026 in Review

Russell Investments Group increased its SoFi Technologies (SOFI) stake by 77% in Q2 2026, buying an estimated $7.06M and bringing the position to 961,350 shares worth $17.3M. The position accounts for 0.02% of the portfolio, ranked #798.

Russell Investments Group first reported a position in SOFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $21.2M in Q4 2021. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Russell Investments Group held 961,350 shares of SoFi Technologies worth $17.3M as of Q2 2026.
  • Russell Investments Group bought 416,906 SoFi Technologies shares in Q2 2026, an estimated $7.06M.
  • SoFi Technologies made up 0.02% of Russell Investments Group's portfolio in Q2 2026, its #798 holding.
  • Russell Investments Group first reported a position in SoFi Technologies in Q3 2021 and has held it in 19 quarters since.
  • Russell Investments Group's SoFi Technologies position peaked at $21.2M in Q4 2021.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.