BSB
SOFI icon

Bangor Savings Bank’s SoFi Technologies SOFI Stock Holding History

Bangor Savings Bank’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
Q3 		$7.15K Buy
455
+50
+12% +$880 ﹤0.01% 452
2026
Q2 		$7.26K Buy
405
+5
+1% +$85 ﹤0.01% 447
2026
Q1 		$6.35K Buy
+400
New +$8.43K ﹤0.01% 456

Other funds holding SOFI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Bangor Savings Bank's SOFI Position: Q3 2026 in Review

Bangor Savings Bank increased its SoFi Technologies (SOFI) stake by 12% in Q3 2026, buying an estimated $880 and bringing the position to 455 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Bangor Savings Bank first reported a position in SOFI in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.26K in Q2 2026. 29 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Bangor Savings Bank held 455 shares of SoFi Technologies worth $7.15K as of Q3 2026.
  • Bangor Savings Bank bought 50 SoFi Technologies shares in Q3 2026, an estimated $880.
  • SoFi Technologies made up ﹤0.01% of Bangor Savings Bank's portfolio in Q3 2026, its #452 holding.
  • Bangor Savings Bank first reported a position in SoFi Technologies in Q1 2026 and has held it in 3 quarters since.
  • Bangor Savings Bank's SoFi Technologies position peaked at $7.26K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Bangor Savings Bank's 13F filing for Q3 2026, filed 6 Oct 2026.