Bank & Trust Company’s SoFi Technologies SOFI Stock Holding History

Bank & 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
2025 Q3	–	Sell	-1,000	Closed	-$18.2K	–	300
2025 Q2	$18.2K	Hold	1,000	–	–	0.01%	198
2025 Q1	$11.6K	Hold	1,000	–	–	0.01%	219
2024 Q4	$15.4K	Hold	1,000	–	–	0.01%	197
2024 Q3	$7.86K	Hold	1,000	–	–	0.01%	231
2024 Q2	$6.61K	Buy	+1,000	New	+$7.05K	0.01%	237

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank & Trust Company's SOFI Position: Q3 2025 in Review

Bank & Trust Company sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 1,000 shares — an estimated $18.2K sold.

Bank & Trust Company first reported a position in SOFI in Q2 2024 and held it in 5 quarters. The position peaked at $18.2K in Q2 2025. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

Bank & Trust Company reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
Bank & Trust Company sold 1,000 SoFi Technologies shares in Q3 2025, an estimated $18.2K.
Bank & Trust Company first reported a position in SoFi Technologies in Q2 2024 and held it in 5 quarters.
Bank & Trust Company's SoFi Technologies position peaked at $18.2K in Q2 2025.
913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Bank & Trust Company's 13F filing for Q3 2025, filed 6 Oct 2025.