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Clearstead Trust’s SoFi Technologies SOFI Stock Holding History

Clearstead Trust’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 		$4.36K Hold
243
– – ﹤0.01% 799
2026
Q1 		$3.86K Hold
243
– – ﹤0.01% 800
2025
Q4 		$6.36K Hold
243
– – ﹤0.01% 702
2025
Q3 		$6.42K Hold
243
– – ﹤0.01% 702
2025
Q2 		$4.43K Sell
243
-95
-28% -$1.25K ﹤0.01% 780
2025
Q1 		$3.93K Buy
+338
New +$4.87K ﹤0.01% 660

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

Clearstead Trust's SOFI Position: Q2 2026 in Review

Clearstead Trust held its SoFi Technologies (SOFI) position steady in Q2 2026 at 243 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Clearstead Trust first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.42K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Clearstead Trust held 243 shares of SoFi Technologies worth $4.36K as of Q2 2026.
  • Clearstead Trust left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #799 holding.
  • Clearstead Trust first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's SoFi Technologies position peaked at $6.42K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.