CNB Bank’s SoFi Technologies SOFI Stock Holding History

CNB Bank’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	$14.4K	Buy	801 +301	+60%	+$5.1K	0.01%	405
2026 Q1	$7.94K	Hold	500	–	–	﹤0.01%	438
2025 Q4	$13.1K	Hold	500	–	–	0.01%	397
2025 Q3	$13.2K	Sell	500 -2,000	-80%	-$47.5K	0.01%	387
2025 Q2	$45.5K	Hold	2,500	–	–	0.02%	252
2025 Q1	$29.1K	Hold	2,500	–	–	0.01%	280
2024 Q4	$38.5K	Sell	2,500 -2,500	-50%	-$32.5K	0.02%	259
2024 Q3	$39.3K	Hold	5,000	–	–	0.02%	273
2024 Q2	$33K	Hold	5,000	–	–	0.02%	289
2024 Q1	$36.5K	Hold	5,000	–	–	0.02%	273
2023 Q4	$49.8K	Buy	+5,000	New	+$39.7K	0.03%	245
2023 Q2	–	Sell	-10,000	Closed	-$60.7K	–	481
2023 Q1	$60.7K	Hold	10,000	–	–	0.04%	204
2022 Q4	$46.1K	Hold	10,000	–	–	0.03%	223
2022 Q3	$49K	Buy	+10,000	New	+$63.3K	0.03%	221

Other funds holding SOFI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

CNB Bank's SOFI Position: Q2 2026 in Review

CNB Bank increased its SoFi Technologies (SOFI) stake by 60% in Q2 2026, buying an estimated $5.1K and bringing the position to 801 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #405.

CNB Bank first reported a position in SOFI in Q3 2022 and has held it in 14 quarters since. The position peaked at $60.7K in Q1 2023. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

CNB Bank held 801 shares of SoFi Technologies worth $14.4K as of Q2 2026.
CNB Bank bought 301 SoFi Technologies shares in Q2 2026, an estimated $5.1K.
SoFi Technologies made up 0.01% of CNB Bank's portfolio in Q2 2026, its #405 holding.
CNB Bank first reported a position in SoFi Technologies in Q3 2022 and has held it in 14 quarters since.
CNB Bank's SoFi Technologies position peaked at $60.7K in Q1 2023.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on CNB Bank's 13F filing for Q2 2026, filed 6 Aug 2026.