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Parkside Financial Bank & Trust’s SoFi Technologies SOFI Stock Holding History

Parkside Financial 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
Q1 		$21.7K Sell
1,367
-136
-9% -$2.87K ﹤0.01% 1273
2025
Q4 		$39.3K Buy
1,503
+178
+13% +$4.96K ﹤0.01% 1052
2025
Q3 		$35K Buy
1,325
+8
+0.6% +$190 ﹤0.01% 1051
2025
Q2 		$24K Buy
1,317
+18
+1% +$237 ﹤0.01% 1167
2025
Q1 		$15.1K Buy
1,299
+271
+26% +$3.91K ﹤0.01% 1258
2024
Q4 		$15.8K Buy
1,028
+100
+11% +$1.3K ﹤0.01% 1152
2024
Q3 		$7.29K Buy
928
+595
+179% +$4.33K ﹤0.01% 1342
2024
Q2 		$2.2K Sell
333
-20
-6% -$141 ﹤0.01% 1541
2024
Q1 		$2.58K Hold
353
– – ﹤0.01% 1472
2023
Q4 		$3.51K Sell
353
-1,961
-85% -$15.6K ﹤0.01% 1391
2023
Q3 		$18.5K Hold
2,314
– – ﹤0.01% 928
2023
Q2 		$19.3K Buy
2,314
+29
+1% +$189 ﹤0.01% 904
2023
Q1 		$13.9K Hold
2,285
– – ﹤0.01% 990
2022
Q4 		$10.5K Buy
2,285
+203
+10% +$1.01K ﹤0.01% 1043
2022
Q3 		$10K Buy
2,082
+1,487
+250% +$9.41K ﹤0.01% 1000
2022
Q2 		$3K Buy
595
+445
+297% +$3.01K ﹤0.01% 1485
2022
Q1 		$1K Hold
150
– – ﹤0.01% 1772
2021
Q4 		$2K Buy
+150
New +$2.75K ﹤0.01% 1652

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Parkside Financial Bank & Trust's SOFI Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its SoFi Technologies (SOFI) stake by 9% in Q1 2026, selling an estimated $2.87K and leaving 1,367 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Parkside Financial Bank & Trust first reported a position in SOFI in Q4 2021 and has held it in 18 quarters since. The position peaked at $39.3K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Parkside Financial Bank & Trust held 1,367 shares of SoFi Technologies worth $21.7K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 136 SoFi Technologies shares in Q1 2026, an estimated $2.87K.
  • SoFi Technologies made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1273 holding.
  • Parkside Financial Bank & Trust first reported a position in SoFi Technologies in Q4 2021 and has held it in 18 quarters since.
  • Parkside Financial Bank & Trust's SoFi Technologies position peaked at $39.3K in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.