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TCW Group’s SoFi Technologies SOFI Stock Holding History

TCW 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 		$381K Buy
21,243
+734
+4% +$12.4K ﹤0.01% 551
2026
Q1 		$326K Buy
20,509
+993
+5% +$20.9K ﹤0.01% 549
2025
Q4 		$511K Buy
+19,516
New +$544K ﹤0.01% 474

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

TCW Group's SOFI Position: Q2 2026 in Review

TCW Group increased its SoFi Technologies (SOFI) stake by 3.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 21,243 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

TCW Group first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $511K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • TCW Group held 21,243 shares of SoFi Technologies worth $381K as of Q2 2026.
  • TCW Group bought 734 SoFi Technologies shares in Q2 2026, an estimated $12.4K.
  • SoFi Technologies made up ﹤0.01% of TCW Group's portfolio in Q2 2026, its #551 holding.
  • TCW Group first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • TCW Group's SoFi Technologies position peaked at $511K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.