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Westwood Holdings Group’s SoFi Technologies SOFI Stock Holding History

Westwood Holdings 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
2025
Q2 		– Sell
-10,646
Closed -$124K – 513
2025
Q1 		$124K Hold
10,646
– – ﹤0.01% 458
2024
Q4 		$164K Hold
10,646
– – ﹤0.01% 479
2024
Q3 		$83.7K Hold
10,646
– – ﹤0.01% 468
2024
Q2 		$70.4K Buy
+10,646
New +$75.1K ﹤0.01% 450
2021
Q3 		– Sell
-34,858
Closed -$668K – 471
2021
Q2 		$668K Buy
+34,858
New +$646K 0.01% 370

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westwood Holdings Group's SOFI Position: Q2 2025 in Review

Westwood Holdings Group sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 10,646 shares — an estimated $124K sold.

Westwood Holdings Group first reported a position in SOFI in Q2 2021 and held it in 5 quarters. The position peaked at $668K in Q2 2021. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Westwood Holdings Group reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 10,646 SoFi Technologies shares in Q2 2025, an estimated $124K.
  • Westwood Holdings Group first reported a position in SoFi Technologies in Q2 2021 and held it in 5 quarters.
  • Westwood Holdings Group's SoFi Technologies position peaked at $668K in Q2 2021.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Westwood Holdings Group's 13F filing for Q2 2025, filed 8 Aug 2025.