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Cornerstone National Bank & Trust’s SoFi Technologies SOFI Stock Holding History

Cornerstone National Bank & 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 		$36.9K Hold
2,000
– – 0.01% 139
2026
Q1 		$31.3K Hold
2,000
– – 0.01% 137
2025
Q4 		$52.4K Hold
2,000
– – 0.02% 102
2025
Q3 		$52.8K Hold
2,000
– – 0.02% 100
2025
Q2 		$36.4K Buy
+2,000
New +$26.4K 0.02% 105

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Cornerstone National Bank & Trust's SOFI Position: Q2 2026 in Review

Cornerstone National Bank & Trust held its SoFi Technologies (SOFI) position steady in Q2 2026 at 2,000 shares worth $36.9K. The position accounts for 0.01% of the portfolio, ranked #139.

Cornerstone National Bank & Trust first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $52.8K in Q3 2025. 373 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cornerstone National Bank & Trust held 2,000 shares of SoFi Technologies worth $36.9K as of Q2 2026.
  • Cornerstone National Bank & Trust left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #139 holding.
  • Cornerstone National Bank & Trust first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone National Bank & Trust's SoFi Technologies position peaked at $52.8K in Q3 2025.
  • 373 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.