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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
Q3 		$19.1K Hold
1,214
– – ﹤0.01% 572
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Grove Bank & Trust's SOFI Position: Q3 2026 in Review

Grove Bank & Trust held its SoFi Technologies (SOFI) position steady in Q3 2026 at 1,214 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Grove Bank & Trust first reported a position in SOFI in Q1 2025 and has held it in 7 quarters since. The position peaked at $52.9K in Q3 2025. 30 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Grove Bank & Trust held 1,214 shares of SoFi Technologies worth $19.1K as of Q3 2026.
  • Grove Bank & Trust left its SoFi Technologies share count unchanged in Q3 2026.
  • SoFi Technologies made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #572 holding.
  • Grove Bank & Trust first reported a position in SoFi Technologies in Q1 2025 and has held it in 7 quarters since.
  • Grove Bank & Trust's SoFi Technologies position peaked at $52.9K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.