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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Wellington Management Group's SOFI Position: Q1 2026 in Review

Wellington Management Group increased its SoFi Technologies (SOFI) stake by 14% in Q1 2026, buying an estimated $27.7K and bringing the position to 11,037 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Wellington Management Group first reported a position in SOFI in Q1 2023 and has held it in 10 quarters since. The position peaked at $622K in Q4 2023. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Wellington Management Group held 11,037 shares of SoFi Technologies worth $175K as of Q1 2026.
Wellington Management Group bought 1,314 SoFi Technologies shares in Q1 2026, an estimated $27.7K.
SoFi Technologies made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1847 holding.
Wellington Management Group first reported a position in SoFi Technologies in Q1 2023 and has held it in 10 quarters since.
Wellington Management Group's SoFi Technologies position peaked at $622K in Q4 2023.
922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.