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Cullen/Frost Bankers’s SoFi Technologies SOFI Stock Holding History

Cullen/Frost Bankers’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 		$4.7K Sell
262
-2,827
-92% -$47.9K ﹤0.01% 1228
2026
Q1 		$49.1K Sell
3,089
-957
-24% -$20.2K ﹤0.01% 803
2025
Q4 		$106K Buy
4,046
+114
+3% +$3.18K ﹤0.01% 671
2025
Q3 		$104K Buy
3,932
+678
+21% +$16.1K ﹤0.01% 638
2025
Q2 		$59.3K Sell
3,254
-1,608
-33% -$21.2K ﹤0.01% 729
2025
Q1 		$56.5K Buy
4,862
+4,582
+1,636% +$66K ﹤0.01% 702
2024
Q4 		$4.31K Sell
280
-840
-75% -$10.9K ﹤0.01% 1028
2024
Q3 		$8.8K Buy
+1,120
New +$8.14K ﹤0.01% 913
2024
Q1 		– Sell
-250
Closed -$2.49K – 1078
2023
Q4 		$2.49K Sell
250
-11,500
-98% -$91.4K ﹤0.01% 928
2023
Q3 		$93.9K Buy
+11,750
New +$103K ﹤0.01% 624
2023
Q1 		– Sell
-300
Closed -$1.38K – 1252
2022
Q4 		$1.38K Buy
+300
New +$1.49K ﹤0.01% 1032

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cullen/Frost Bankers's SOFI Position: Q2 2026 in Review

Cullen/Frost Bankers reduced its SoFi Technologies (SOFI) stake by 92% in Q2 2026, selling an estimated $47.9K and leaving 262 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Cullen/Frost Bankers first reported a position in SOFI in Q4 2022 and has held it in 11 quarters since. The position peaked at $106K in Q4 2025. 285 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cullen/Frost Bankers held 262 shares of SoFi Technologies worth $4.7K as of Q2 2026.
  • Cullen/Frost Bankers sold 2,827 SoFi Technologies shares in Q2 2026, an estimated $47.9K.
  • SoFi Technologies made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #1228 holding.
  • Cullen/Frost Bankers first reported a position in SoFi Technologies in Q4 2022 and has held it in 11 quarters since.
  • Cullen/Frost Bankers's SoFi Technologies position peaked at $106K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.