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Adirondack Trust Company’s SoFi Technologies SOFI Stock Holding History

Adirondack Trust Company’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 		$7.17K Hold
400
– – ﹤0.01% 438
2026
Q1 		$6.35K Hold
400
– – ﹤0.01% 431
2025
Q4 		$10.5K Hold
400
– – ﹤0.01% 389
2025
Q3 		$10.6K Hold
400
– – ﹤0.01% 393
2025
Q2 		$7.28K Buy
+400
New +$5.28K ﹤0.01% 387

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

Adirondack Trust Company's SOFI Position: Q2 2026 in Review

Adirondack Trust Company held its SoFi Technologies (SOFI) position steady in Q2 2026 at 400 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Adirondack Trust Company first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.6K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Adirondack Trust Company held 400 shares of SoFi Technologies worth $7.17K as of Q2 2026.
  • Adirondack Trust Company left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Adirondack Trust Company's portfolio in Q2 2026, its #438 holding.
  • Adirondack Trust Company first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Adirondack Trust Company's SoFi Technologies position peaked at $10.6K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.