Colonial Trust’s SoFi Technologies SOFI Stock Holding History

Colonial 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 Q1	–	Sell	-39	Closed	-$1.01K	–	1167
2025 Q4	$1.01K	Hold	39	–	–	﹤0.01%	1033
2025 Q3	$1.06K	Sell	39 -185	-83%	-$4.39K	﹤0.01%	1027
2025 Q2	$4.08K	Buy	224 +34	+18%	+$448	﹤0.01%	868
2025 Q1	$2.21K	Sell	190 -188	-50%	-$2.71K	﹤0.01%	964
2024 Q4	$5.82K	Buy	+378	New	+$4.91K	﹤0.01%	1041

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's SOFI Position: Q1 2026 in Review

Colonial Trust sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 39 shares — an estimated $1.01K sold.

Colonial Trust first reported a position in SOFI in Q4 2024 and held it in 5 quarters. The position peaked at $5.82K in Q4 2024. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Colonial Trust reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Colonial Trust sold 39 SoFi Technologies shares in Q1 2026, an estimated $1.01K.
Colonial Trust first reported a position in SoFi Technologies in Q4 2024 and held it in 5 quarters.
Colonial Trust's SoFi Technologies position peaked at $5.82K in Q4 2024.
927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

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