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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
Q2 		$27.1K Buy
1,510
+143
+10% +$2.42K ﹤0.01% 1276
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Parkside Financial Bank & Trust's SOFI Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its SoFi Technologies (SOFI) stake by 10% in Q2 2026, buying an estimated $2.42K and bringing the position to 1,510 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Parkside Financial Bank & Trust first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $39.3K in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Parkside Financial Bank & Trust held 1,510 shares of SoFi Technologies worth $27.1K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 143 SoFi Technologies shares in Q2 2026, an estimated $2.42K.
  • SoFi Technologies made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1276 holding.
  • Parkside Financial Bank & Trust first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Parkside Financial Bank & Trust's SoFi Technologies position peaked at $39.3K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.