Colonial Trust Advisors’s SoFi Technologies SOFI Stock Holding History

Colonial Trust Advisors’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 Q1	–	Sell	-250	Closed	-$6.54K	–	749
2025 Q4	$6.54K	Buy	+250	New	+$6.97K	﹤0.01%	560

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Colonial Trust Advisors's SOFI Position: Q1 2026 in Review

Colonial Trust Advisors sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 250 shares — an estimated $6.54K sold.

Colonial Trust Advisors first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $6.54K in Q4 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Colonial Trust Advisors reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Colonial Trust Advisors sold 250 SoFi Technologies shares in Q1 2026, an estimated $6.54K.
Colonial Trust Advisors first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
Colonial Trust Advisors's SoFi Technologies position peaked at $6.54K in Q4 2025.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.