SouthState Corp’s SoFi Technologies SOFI Stock Holding History

SouthState Corp’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 Q3	$167K	Buy	10,625 +2,160	+26%	+$38K	0.01%	366
2026 Q2	$152K	Hold	8,465	–	–	0.01%	376
2026 Q1	$134K	Sell	8,465 -10	-0.1%	-$211	0.01%	354
2025 Q4	$222K	Sell	8,475 -86	-1%	-$2.4K	0.01%	312
2025 Q3	$226K	Sell	8,561 -30	-0.3%	-$712	0.01%	311
2025 Q2	$156K	Buy	8,591 +30	+0.4%	+$396	0.01%	368
2025 Q1	$100K	Buy	8,561 +231	+3%	+$3.33K	﹤0.01%	425
2024 Q4	$128K	Sell	8,330 -175	-2%	-$2.27K	0.01%	292
2024 Q3	$66.8K	Buy	+8,505	New	+$61.8K	﹤0.01%	344

Other funds holding SOFI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

SouthState Corp's SOFI Position: Q3 2026 in Review

SouthState Corp increased its SoFi Technologies (SOFI) stake by 26% in Q3 2026, buying an estimated $38K and bringing the position to 10,625 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #366.

SouthState Corp first reported a position in SOFI in Q3 2024 and has held it in 9 quarters since. The position peaked at $226K in Q3 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

SouthState Corp held 10,625 shares of SoFi Technologies worth $167K as of Q3 2026.
SouthState Corp bought 2,160 SoFi Technologies shares in Q3 2026, an estimated $38K.
SoFi Technologies made up 0.01% of SouthState Corp's portfolio in Q3 2026, its #366 holding.
SouthState Corp first reported a position in SoFi Technologies in Q3 2024 and has held it in 9 quarters since.
SouthState Corp's SoFi Technologies position peaked at $226K in Q3 2025.
555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on SouthState Corp's 13F filing for Q3 2026, filed 9 Nov 2026.