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Glenmede Trust’s SoFi Technologies SOFI Stock Holding History

Glenmede 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 		$230K Buy
12,813
+793
+7% +$13.4K ﹤0.01% 1284
2026
Q1 		$191K Buy
12,020
+80
+0.7% +$1.69K ﹤0.01% 1321
2025
Q4 		$313K Buy
+11,940
New +$333K ﹤0.01% 1126
2023
Q3 		– Sell
-10,119
Closed -$61.4K – 1358
2023
Q2 		$61.4K Hold
10,119
– – ﹤0.01% 1184
2023
Q1 		$61.4K Buy
+10,119
New +$61.4K ﹤0.01% 1190

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Glenmede Trust's SOFI Position: Q2 2026 in Review

Glenmede Trust increased its SoFi Technologies (SOFI) stake by 6.6% in Q2 2026, buying an estimated $13.4K and bringing the position to 12,813 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Glenmede Trust first reported a position in SOFI in Q1 2023 and has held it in 5 quarters since. The position peaked at $313K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Glenmede Trust held 12,813 shares of SoFi Technologies worth $230K as of Q2 2026.
  • Glenmede Trust bought 793 SoFi Technologies shares in Q2 2026, an estimated $13.4K.
  • SoFi Technologies made up ﹤0.01% of Glenmede Trust's portfolio in Q2 2026, its #1284 holding.
  • Glenmede Trust first reported a position in SoFi Technologies in Q1 2023 and has held it in 5 quarters since.
  • Glenmede Trust's SoFi Technologies position peaked at $313K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Glenmede Trust's 13F filing for Q2 2026, filed 10 Aug 2026.