Bank of New Hampshire’s SoFi Technologies SOFI Stock Holding History

Bank of New Hampshire’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	$15.7K	Hold	1,000	–	–	﹤0.01%	420
2026 Q2	$17.9K	Hold	1,000	–	–	﹤0.01%	417
2026 Q1	$15.9K	Sell	1,000 -3,200	-76%	-$67.5K	﹤0.01%	426
2025 Q4	$110K	Hold	4,200	–	–	0.02%	231
2025 Q3	$111K	Hold	4,200	–	–	0.03%	231
2025 Q2	$76.5K	Buy	4,200 +200	+5%	+$2.64K	0.02%	256
2025 Q1	$46.5K	Buy	4,000 +1,000	+33%	+$14.4K	0.01%	298
2024 Q4	$46.2K	Hold	3,000	–	–	0.01%	294
2024 Q3	$23.6K	Hold	3,000	–	–	0.01%	347
2024 Q2	$19.8K	Buy	3,000 +1,000	+50%	+$7.05K	0.01%	373
2024 Q1	$14.6K	Buy	2,000 +1,000	+100%	+$7.94K	﹤0.01%	396
2023 Q4	$9.95K	Hold	1,000	–	–	﹤0.01%	418
2023 Q3	$7.99K	Hold	1,000	–	–	﹤0.01%	424
2023 Q2	$8.34K	Hold	1,000	–	–	﹤0.01%	434
2023 Q1	$6.07K	Hold	1,000	–	–	﹤0.01%	451
2022 Q4	$5K	Hold	1,000	–	–	﹤0.01%	467
2022 Q3	$5K	Hold	1,000	–	–	﹤0.01%	477
2022 Q2	$5K	Buy	+1,000	New	+$6.76K	﹤0.01%	484

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Bank of New Hampshire's SOFI Position: Q3 2026 in Review

Bank of New Hampshire held its SoFi Technologies (SOFI) position steady in Q3 2026 at 1,000 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Bank of New Hampshire first reported a position in SOFI in Q2 2022 and has held it in 18 quarters since. The position peaked at $111K in Q3 2025. 30 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Bank of New Hampshire held 1,000 shares of SoFi Technologies worth $15.7K as of Q3 2026.
Bank of New Hampshire left its SoFi Technologies share count unchanged in Q3 2026.
SoFi Technologies made up ﹤0.01% of Bank of New Hampshire's portfolio in Q3 2026, its #420 holding.
Bank of New Hampshire first reported a position in SoFi Technologies in Q2 2022 and has held it in 18 quarters since.
Bank of New Hampshire's SoFi Technologies position peaked at $111K in Q3 2025.
30 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Bank of New Hampshire's 13F filing for Q3 2026, filed 6 Oct 2026.