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Grove Bank & Trust’s SoFi Technologies SOFI Stock Holding History

Grove 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 		$21.8K Buy
1,214
+417
+52% +$7.07K ﹤0.01% 546
2026
Q1 		$12.7K Sell
797
-1,050
-57% -$22.1K ﹤0.01% 592
2025
Q4 		$48.4K Sell
1,847
-157
-8% -$4.38K 0.01% 422
2025
Q3 		$52.9K Buy
2,004
+1,207
+151% +$28.6K 0.01% 409
2025
Q2 		$14.5K Sell
797
-673
-46% -$8.88K ﹤0.01% 568
2025
Q1 		$17.1K Buy
+1,470
New +$21.2K ﹤0.01% 543

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

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

Grove Bank & Trust increased its SoFi Technologies (SOFI) stake by 52% in Q2 2026, buying an estimated $7.07K and bringing the position to 1,214 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Grove Bank & Trust first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $52.9K in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Grove Bank & Trust held 1,214 shares of SoFi Technologies worth $21.8K as of Q2 2026.
  • Grove Bank & Trust bought 417 SoFi Technologies shares in Q2 2026, an estimated $7.07K.
  • SoFi Technologies made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #546 holding.
  • Grove Bank & Trust first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Grove Bank & Trust's SoFi Technologies position peaked at $52.9K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.