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Central Trust Company’s SoFi Technologies SOFI Stock Holding History

Central 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
2026
Q2 		$7.17K Hold
400
– – ﹤0.01% 1268
2026
Q1 		$6.35K Hold
400
– – ﹤0.01% 1228
2025
Q4 		$10.5K Buy
400
+100
+33% +$2.79K ﹤0.01% 1114
2025
Q3 		$7.93K Buy
300
+200
+200% +$4.75K ﹤0.01% 1143
2025
Q2 		$1.82K Sell
100
-7
-7% -$92 ﹤0.01% 1329
2025
Q1 		$1.25K Sell
107
-1,113
-91% -$16K ﹤0.01% 1363
2024
Q4 		$18.8K Buy
+1,220
New +$15.8K ﹤0.01% 979
2023
Q4 		– Sell
-150
Closed -$1.2K – 1417
2023
Q3 		$1.2K Sell
150
-1,907
-93% -$16.8K ﹤0.01% 1298
2023
Q2 		$17.2K Hold
2,057
– – ﹤0.01% 950
2023
Q1 		$12.5K Hold
2,057
– – ﹤0.01% 1017
2022
Q4 		$9.48K Sell
2,057
-5,514
-73% -$27.3K ﹤0.01% 1018
2022
Q3 		$37K Sell
7,571
-14,439
-66% -$91.4K ﹤0.01% 828
2022
Q2 		$116K Sell
22,010
-102,605
-82% -$693K ﹤0.01% 622
2022
Q1 		$1.18M Buy
124,615
+10,271
+9% +$118K 0.03% 297
2021
Q4 		$1.81M Buy
114,344
+19,851
+21% +$364K 0.05% 259
2021
Q3 		$1.5M Buy
+94,493
New +$1.48M 0.05% 262

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

Central Trust Company's SOFI Position: Q2 2026 in Review

Central Trust Company held its SoFi Technologies (SOFI) position steady in Q2 2026 at 400 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Central Trust Company first reported a position in SOFI in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.81M in Q4 2021. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Central Trust Company held 400 shares of SoFi Technologies worth $7.17K as of Q2 2026.
  • Central Trust Company left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #1268 holding.
  • Central Trust Company first reported a position in SoFi Technologies in Q3 2021 and has held it in 16 quarters since.
  • Central Trust Company's SoFi Technologies position peaked at $1.81M in Q4 2021.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.