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Blue Trust Inc’s SoFi Technologies SOFI Stock Holding History

Blue Trust Inc’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 		$31.2K Buy
1,739
+252
+17% +$4.27K ﹤0.01% 1527
2026
Q1 		$23.6K Buy
1,487
+475
+47% +$10K ﹤0.01% 1588
2025
Q4 		$26.5K Buy
1,012
+878
+655% +$24.5K ﹤0.01% 1590
2025
Q3 		$3.54K Sell
134
-20
-13% -$475 ﹤0.01% 2058
2025
Q2 		$2.81K Buy
154
+118
+328% +$1.56K ﹤0.01% 2085
2025
Q1 		$419 Hold
36
– – ﹤0.01% 2374
2024
Q4 		$554 Sell
36
-13,570
-100% -$176K ﹤0.01% 2318
2024
Q3 		$89.9K Buy
13,606
+5,504
+68% +$40K ﹤0.01% 1276
2024
Q2 		$59.1K Buy
8,102
+7,185
+784% +$50.7K ﹤0.01% 1185
2024
Q1 		$6.69K Buy
917
+860
+1,509% +$6.83K ﹤0.01% 1562
2023
Q4 		$0 Buy
+57
New +$453 ﹤0.01% 2682
2023
Q2 		– Sell
-83
Closed – – 2485
2023
Q1 		$0 Buy
83
+22
+36% +$133 ﹤0.01% 2606
2022
Q4 		$0 Sell
61
-88
-59% -$436 ﹤0.01% 2451
2022
Q3 		$1K Buy
+149
New +$943 ﹤0.01% 2004

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

Blue Trust Inc's SOFI Position: Q2 2026 in Review

Blue Trust Inc increased its SoFi Technologies (SOFI) stake by 17% in Q2 2026, buying an estimated $4.27K and bringing the position to 1,739 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Blue Trust Inc first reported a position in SOFI in Q3 2022 and has held it in 14 quarters since. The position peaked at $89.9K in Q3 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Blue Trust Inc held 1,739 shares of SoFi Technologies worth $31.2K as of Q2 2026.
  • Blue Trust Inc bought 252 SoFi Technologies shares in Q2 2026, an estimated $4.27K.
  • SoFi Technologies made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1527 holding.
  • Blue Trust Inc first reported a position in SoFi Technologies in Q3 2022 and has held it in 14 quarters since.
  • Blue Trust Inc's SoFi Technologies position peaked at $89.9K in Q3 2024.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.