Trivium Point Advisory’s SoFi Technologies SOFI Stock Holding History

Trivium Point Advisory’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	$215K	Sell	13,650 -800	-6%	-$14.1K	0.02%	352
2026 Q2	$259K	Buy	14,450 +3,300	+30%	+$55.9K	0.02%	322
2026 Q1	$177K	Sell	11,150 -3,095	-22%	-$65.2K	0.03%	270
2025 Q4	$373K	Buy	14,245 +500	+4%	+$13.9K	0.04%	271
2025 Q3	$363K	Sell	13,745 -958	-7%	-$22.7K	0.04%	272
2025 Q2	$268K	Buy	14,703 +3,050	+26%	+$40.2K	0.03%	299
2025 Q1	$136K	Buy	11,653 +1,255	+12%	+$18.1K	0.02%	331
2024 Q4	$160K	Buy	+10,398	New	+$135K	0.02%	334

Other funds holding SOFI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 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

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Trivium Point Advisory's SOFI Position: Q3 2026 in Review

Trivium Point Advisory reduced its SoFi Technologies (SOFI) stake by 5.5% in Q3 2026, selling an estimated $14.1K and leaving 13,650 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #352.

Trivium Point Advisory first reported a position in SOFI in Q4 2024 and has held it in 8 quarters since. The position peaked at $373K in Q4 2025. 768 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Trivium Point Advisory held 13,650 shares of SoFi Technologies worth $215K as of Q3 2026.
Trivium Point Advisory sold 800 SoFi Technologies shares in Q3 2026, an estimated $14.1K.
SoFi Technologies made up 0.02% of Trivium Point Advisory's portfolio in Q3 2026, its #352 holding.
Trivium Point Advisory first reported a position in SoFi Technologies in Q4 2024 and has held it in 8 quarters since.
Trivium Point Advisory's SoFi Technologies position peaked at $373K in Q4 2025.
768 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Trivium Point Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.