AUB
SOFI icon

Atlantic Union Bankshares’s SoFi Technologies SOFI Stock Holding History

Atlantic Union Bankshares’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 		$57.2K Hold
3,191
– – ﹤0.01% 900
2026
Q1 		$50.7K Sell
3,191
-250
-7% -$5.27K ﹤0.01% 891
2025
Q4 		$90.1K Hold
3,441
– – ﹤0.01% 783
2025
Q3 		$90.9K Hold
3,441
– – ﹤0.01% 785
2025
Q2 		$62.7K Buy
+3,441
New +$45.4K ﹤0.01% 629

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 $3.37T AUM 44.26% 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

Atlantic Union Bankshares's SOFI Position: Q2 2026 in Review

Atlantic Union Bankshares held its SoFi Technologies (SOFI) position steady in Q2 2026 at 3,191 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Atlantic Union Bankshares first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $90.9K in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Atlantic Union Bankshares held 3,191 shares of SoFi Technologies worth $57.2K as of Q2 2026.
  • Atlantic Union Bankshares left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #900 holding.
  • Atlantic Union Bankshares first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's SoFi Technologies position peaked at $90.9K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.