Diversified Trust’s SoFi Technologies SOFI Stock Holding History

Diversified 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	$472K	Sell	26,317 -7,400	-22%	-$125K	0.01%	774
2026 Q1	$535K	Sell	33,717 -26	-0.1%	-$548	0.01%	669
2025 Q4	$883K	Buy	33,743 +94	+0.3%	+$2.62K	0.02%	478
2025 Q3	$889K	Buy	33,649 +22,321	+197%	+$530K	0.02%	447
2025 Q2	$206K	Buy	11,328 +390	+4%	+$5.14K	﹤0.01%	866
2025 Q1	$127K	Buy	+10,938	New	+$158K	﹤0.01%	880
2024 Q3	–	Sell	-13,803	Closed	-$91.2K	–	968
2024 Q2	$91.2K	Sell	13,803 -11,529	-46%	-$81.3K	﹤0.01%	833
2024 Q1	$185K	Buy	25,332 +6,880	+37%	+$54.6K	0.01%	758
2023 Q4	$184K	Buy	+18,452	New	+$147K	0.01%	794

Other funds holding SOFI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Diversified Trust's SOFI Position: Q2 2026 in Review

Diversified Trust reduced its SoFi Technologies (SOFI) stake by 22% in Q2 2026, selling an estimated $125K and leaving 26,317 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #774.

Diversified Trust first reported a position in SOFI in Q4 2023 and has held it in 9 quarters since. The position peaked at $889K in Q3 2025. 207 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Diversified Trust held 26,317 shares of SoFi Technologies worth $472K as of Q2 2026.
Diversified Trust sold 7,400 SoFi Technologies shares in Q2 2026, an estimated $125K.
SoFi Technologies made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #774 holding.
Diversified Trust first reported a position in SoFi Technologies in Q4 2023 and has held it in 9 quarters since.
Diversified Trust's SoFi Technologies position peaked at $889K in Q3 2025.
207 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.