Laird Norton Wetherby Trust Company’s SoFi Technologies SOFI Stock Holding History

Laird Norton Wetherby Trust Company’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	$1.65M	Buy	91,778 +453	+0.5%	+$7.67K	0.03%	384
2026 Q1	$1.45M	Buy	91,325 +4,739	+5%	+$99.9K	0.03%	391
2025 Q4	$2.27M	Buy	86,586 +22,091	+34%	+$616K	0.05%	296
2025 Q3	$1.7M	Hold	64,495	–	–	0.29%	41
2025 Q2	$1.17M	Hold	64,495	–	–	0.16%	43
2025 Q1	$750K	Hold	64,495	–	–	0.12%	47
2024 Q4	$993K	Hold	64,495	–	–	0.14%	47
2024 Q3	$507K	Hold	64,495	–	–	0.07%	54
2024 Q2	$426K	Buy	64,495 +44,234	+218%	+$312K	0.06%	47
2024 Q1	$148K	Hold	20,261	–	–	0.02%	69
2023 Q4	$202K	Buy	+20,261	New	+$161K	0.02%	71

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

Laird Norton Wetherby Trust Company's SOFI Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its SoFi Technologies (SOFI) stake by 0.5% in Q2 2026, buying an estimated $7.67K and bringing the position to 91,778 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #384.

Laird Norton Wetherby Trust Company first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27M in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Laird Norton Wetherby Trust Company held 91,778 shares of SoFi Technologies worth $1.65M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 453 SoFi Technologies shares in Q2 2026, an estimated $7.67K.
SoFi Technologies made up 0.03% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #384 holding.
Laird Norton Wetherby Trust Company first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
Laird Norton Wetherby Trust Company's SoFi Technologies position peaked at $2.27M in Q4 2025.
915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.