TCW Group
SOFI icon

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
Q3 		$335K Buy
21,335
+92
+0.4% +$1.62K ﹤0.01% 521
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

TCW Group's SOFI Position: Q3 2026 in Review

TCW Group increased its SoFi Technologies (SOFI) stake by 0.43% in Q3 2026, buying an estimated $1.62K and bringing the position to 21,335 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

TCW Group first reported a position in SOFI in Q4 2025 and has held it in 4 quarters since. The position peaked at $511K in Q4 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • TCW Group held 21,335 shares of SoFi Technologies worth $335K as of Q3 2026.
  • TCW Group bought 92 SoFi Technologies shares in Q3 2026, an estimated $1.62K.
  • SoFi Technologies made up ﹤0.01% of TCW Group's portfolio in Q3 2026, its #521 holding.
  • TCW Group first reported a position in SoFi Technologies in Q4 2025 and has held it in 4 quarters since.
  • TCW Group's SoFi Technologies position peaked at $511K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on TCW Group's 13F filing for Q3 2026, filed 10 Nov 2026.