Wellington Management Group
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Wellington Management Group’s SoFi Technologies SOFI Stock Holding History

Wellington Management 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 		$224K Buy
12,492
+1,455
+13% +$24.7K ﹤0.01% 1888
2026
Q1 		$175K Buy
11,037
+1,314
+14% +$27.7K ﹤0.01% 1847
2025
Q4 		$255K Sell
9,723
-7,661
-44% -$213K ﹤0.01% 1867
2025
Q3 		$459K Buy
+17,384
New +$413K ﹤0.01% 1890
2024
Q4 		– Sell
-25,305
Closed -$329K – 2029
2024
Q3 		$199K Sell
25,305
-27,281
-52% -$198K ﹤0.01% 1893
2024
Q2 		$348K Sell
52,586
-5,409
-9% -$38.1K ﹤0.01% 1817
2024
Q1 		$423K Sell
57,995
-4,551
-7% -$36.1K ﹤0.01% 1824
2023
Q4 		$622K Sell
62,546
-1,324
-2% -$10.5K ﹤0.01% 1702
2023
Q3 		$510K Buy
63,870
+13,109
+26% +$115K ﹤0.01% 1699
2023
Q2 		$423K Sell
50,761
-34,538
-40% -$225K ﹤0.01% 1710
2023
Q1 		$518K Buy
+85,299
New +$517K ﹤0.01% 1831

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

Wellington Management Group's SOFI Position: Q2 2026 in Review

Wellington Management Group increased its SoFi Technologies (SOFI) stake by 13% in Q2 2026, buying an estimated $24.7K and bringing the position to 12,492 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Wellington Management Group first reported a position in SOFI in Q1 2023 and has held it in 11 quarters since. The position peaked at $622K in Q4 2023. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Wellington Management Group held 12,492 shares of SoFi Technologies worth $224K as of Q2 2026.
  • Wellington Management Group bought 1,455 SoFi Technologies shares in Q2 2026, an estimated $24.7K.
  • SoFi Technologies made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1888 holding.
  • Wellington Management Group first reported a position in SoFi Technologies in Q1 2023 and has held it in 11 quarters since.
  • Wellington Management Group's SoFi Technologies position peaked at $622K in Q4 2023.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.