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MassMutual Private Wealth & Trust’s SoFi Technologies SOFI Stock Holding History

MassMutual Private Wealth & 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 		$28K Buy
1,559
+235
+18% +$3.98K ﹤0.01% 1000
2026
Q1 		$21K Sell
1,324
-123
-9% -$2.59K ﹤0.01% 1061
2025
Q4 		$37.9K Buy
1,447
+116
+9% +$3.23K ﹤0.01% 883
2025
Q3 		$35.2K Buy
1,331
+49
+4% +$1.16K ﹤0.01% 908
2025
Q2 		$23.3K Sell
1,282
-132
-9% -$1.74K ﹤0.01% 1045
2025
Q1 		$16.4K Buy
1,414
+1,132
+401% +$16.3K ﹤0.01% 1106
2024
Q4 		$4.34K Buy
282
+58
+26% +$753 ﹤0.01% 1577
2024
Q3 		$1.76K Sell
224
-125
-36% -$909 ﹤0.01% 1685
2024
Q2 		$2.31K Buy
349
+31
+10% +$219 ﹤0.01% 1581
2024
Q1 		$2.32K Buy
318
+94
+42% +$747 ﹤0.01% 1495
2023
Q4 		$2.23K Sell
224
-3
-1% -$24 ﹤0.01% 1467
2023
Q3 		$1.81K Hold
227
– – ﹤0.01% 1527
2023
Q2 		$1.89K Buy
+227
New +$1.48K ﹤0.01% 1486
2022
Q3 		– Sell
-172
Closed -$1K – 1796
2022
Q2 		$1K Sell
172
-292
-63% -$1.97K ﹤0.01% 1412
2022
Q1 		$4K Hold
464
– – ﹤0.01% 1001
2021
Q4 		$7K Hold
464
– – ﹤0.01% 825
2021
Q3 		$7K Hold
464
– – ﹤0.01% 804
2021
Q2 		$9K Hold
464
– – ﹤0.01% 698
2021
Q1 		$8K Buy
464
+216
+87% +$4.26K ﹤0.01% 646
2020
Q4 		$3K Buy
+248
New +$2.8K ﹤0.01% 754

Other funds holding SOFI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's SOFI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its SoFi Technologies (SOFI) stake by 18% in Q2 2026, buying an estimated $3.98K and bringing the position to 1,559 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

MassMutual Private Wealth & Trust first reported a position in SOFI in Q4 2020 and has held it in 20 quarters since. The position peaked at $37.9K in Q4 2025. 382 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,559 shares of SoFi Technologies worth $28K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 235 SoFi Technologies shares in Q2 2026, an estimated $3.98K.
  • SoFi Technologies made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1000 holding.
  • MassMutual Private Wealth & Trust first reported a position in SoFi Technologies in Q4 2020 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's SoFi Technologies position peaked at $37.9K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.