Trinity Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Trinity Financial Advisors’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
2025 Q4	–	Sell	-9,413	Closed	-$249K	–	104
2025 Q3	$249K	Buy	+9,413	New	+$223K	0.07%	89

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Trinity Financial Advisors's SOFI Position: Q4 2025 in Review

Trinity Financial Advisors sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 9,413 shares — an estimated $249K sold.

Trinity Financial Advisors first reported a position in SOFI in Q3 2025 and held it in 1 quarter. The position peaked at $249K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Trinity Financial Advisors reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Trinity Financial Advisors sold 9,413 SoFi Technologies shares in Q4 2025, an estimated $249K.
Trinity Financial Advisors first reported a position in SoFi Technologies in Q3 2025 and held it in 1 quarter.
Trinity Financial Advisors's SoFi Technologies position peaked at $249K in Q3 2025.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Trinity Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.