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Security National Bank of Sioux City Iowa’s SoFi Technologies SOFI Stock Holding History

Security National Bank of Sioux City Iowa’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 		$359 Buy
+20
New +$339 ﹤0.01% 309

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 $3.38T AUM 44.17% 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

Security National Bank of Sioux City Iowa's SOFI Position: Q2 2026 in Review

Security National Bank of Sioux City Iowa opened a new position in SoFi Technologies (SOFI) in Q2 2026: 20 shares worth $359. The stake represents ﹤0.01% of the portfolio and ranks #309 among its holdings.

925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Security National Bank of Sioux City Iowa held 20 shares of SoFi Technologies worth $359 as of Q2 2026.
  • SoFi Technologies was a new Security National Bank of Sioux City Iowa position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Security National Bank of Sioux City Iowa's portfolio in Q2 2026, its #309 holding.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2026, filed 18 Sep 2026.