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Hilltop National Bank’s SoFi Technologies SOFI Stock Holding History

Hilltop National Bank’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 		$7.17K Hold
400
– – ﹤0.01% 702
2026
Q1 		$6.35K Sell
400
-2,032
-84% -$42.8K ﹤0.01% 698
2025
Q4 		$63.7K Buy
2,432
+456
+23% +$12.7K 0.02% 419
2025
Q3 		$52.2K Buy
1,976
+1,776
+888% +$42.1K 0.01% 447
2025
Q2 		$3.64K Buy
+200
New +$2.64K ﹤0.01% 722
2024
Q4 		– Sell
-300
Closed -$2.36K – 825
2024
Q3 		$2.36K Hold
300
– – ﹤0.01% 774
2024
Q2 		$1.98K Hold
300
– – ﹤0.01% 772
2024
Q1 		$2.19K Buy
+300
New +$2.38K ﹤0.01% 743

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
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
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Hilltop National Bank's SOFI Position: Q2 2026 in Review

Hilltop National Bank held its SoFi Technologies (SOFI) position steady in Q2 2026 at 400 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Hilltop National Bank first reported a position in SOFI in Q1 2024 and has held it in 8 quarters since. The position peaked at $63.7K in Q4 2025. 118 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Hilltop National Bank held 400 shares of SoFi Technologies worth $7.17K as of Q2 2026.
  • Hilltop National Bank left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Hilltop National Bank's portfolio in Q2 2026, its #702 holding.
  • Hilltop National Bank first reported a position in SoFi Technologies in Q1 2024 and has held it in 8 quarters since.
  • Hilltop National Bank's SoFi Technologies position peaked at $63.7K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.