Private Trust Company’s SoFi Technologies SOFI Stock Holding History

Private 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	$136K	Sell	7,600 -12,034	-61%	-$204K	0.01%	962
2026 Q1	$312K	Buy	19,634 +4,958	+34%	+$105K	0.03%	603
2025 Q4	$384K	Hold	14,676	–	–	0.03%	525
2025 Q3	$388K	Buy	14,676 +7,076	+93%	+$168K	0.03%	507
2025 Q2	$138K	Buy	7,600 +100	+1%	+$1.32K	0.01%	845
2025 Q1	$87.2K	Hold	7,500	–	–	0.01%	990
2024 Q4	$116K	Buy	7,500 +500	+7%	+$6.49K	0.01%	872
2024 Q3	$55K	Sell	7,000 -640	-8%	-$4.65K	0.01%	1109
2024 Q2	$50.5K	Hold	7,640	–	–	0.01%	1112
2024 Q1	$55.8K	Hold	7,640	–	–	0.01%	1073
2023 Q4	$76K	Buy	7,640 +7,000	+1,094%	+$55.6K	0.01%	919
2023 Q3	$5.11K	Hold	640	–	–	﹤0.01%	1871
2023 Q2	$5.34K	Hold	640	–	–	﹤0.01%	1865
2023 Q1	$3.88K	Sell	640 -40,000	-98%	-$243K	﹤0.01%	1926
2022 Q4	$187K	Buy	+40,640	New	+$202K	0.03%	525
2022 Q3	–	Sell	-30,000	Closed	-$158K	–	2185
2022 Q2	$158K	Buy	+30,000	New	+$203K	0.02%	546

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 $3.38T AUM 44.17% 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

Private Trust Company's SOFI Position: Q2 2026 in Review

Private Trust Company reduced its SoFi Technologies (SOFI) stake by 61% in Q2 2026, selling an estimated $204K and leaving 7,600 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #962.

Private Trust Company first reported a position in SOFI in Q2 2022 and has held it in 16 quarters since. The position peaked at $388K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Private Trust Company held 7,600 shares of SoFi Technologies worth $136K as of Q2 2026.
Private Trust Company sold 12,034 SoFi Technologies shares in Q2 2026, an estimated $204K.
SoFi Technologies made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #962 holding.
Private Trust Company first reported a position in SoFi Technologies in Q2 2022 and has held it in 16 quarters since.
Private Trust Company's SoFi Technologies position peaked at $388K in Q3 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.