First National Trust’s SoFi Technologies SOFI Stock Holding History

First National 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	$840K	Buy	46,821 +7,995	+21%	+$135K	0.03%	238
2026 Q1	$617K	Buy	38,826 +2,629	+7%	+$55.4K	0.02%	286
2025 Q4	$948K	Buy	36,197 +3,059	+9%	+$85.2K	0.03%	251
2025 Q3	$876K	Buy	33,138 +4,938	+18%	+$117K	0.03%	258
2025 Q2	$514K	Buy	+28,200	New	+$372K	0.02%	285
2023 Q3	–	Sell	-31,025	Closed	-$259K	–	384
2023 Q2	$259K	Hold	31,025	–	–	0.01%	333
2023 Q1	$188K	Hold	31,025	–	–	0.01%	356
2022 Q4	$143K	Hold	31,025	–	–	0.01%	353
2022 Q3	$151K	Hold	31,025	–	–	0.01%	344
2022 Q2	$164K	Buy	31,025 +533	+2%	+$3.6K	0.01%	347
2022 Q1	$288K	Buy	30,492 +492	+2%	+$5.65K	0.01%	327
2021 Q4	$474K	Buy	+30,000	New	+$551K	0.02%	277

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

Goldman Sachs New York $1.15T AUM 47.82% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First National Trust's SOFI Position: Q2 2026 in Review

First National Trust increased its SoFi Technologies (SOFI) stake by 21% in Q2 2026, buying an estimated $135K and bringing the position to 46,821 shares worth $840K. The position accounts for 0.03% of the portfolio, ranked #238.

First National Trust first reported a position in SOFI in Q4 2021 and has held it in 12 quarters since. The position peaked at $948K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

First National Trust held 46,821 shares of SoFi Technologies worth $840K as of Q2 2026.
First National Trust bought 7,995 SoFi Technologies shares in Q2 2026, an estimated $135K.
SoFi Technologies made up 0.03% of First National Trust's portfolio in Q2 2026, its #238 holding.
First National Trust first reported a position in SoFi Technologies in Q4 2021 and has held it in 12 quarters since.
First National Trust's SoFi Technologies position peaked at $948K in Q4 2025.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.