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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
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
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 $3.37T AUM 44.26% 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

Trivium Point Advisory's SOFI Position: Q2 2026 in Review

Trivium Point Advisory increased its SoFi Technologies (SOFI) stake by 30% in Q2 2026, buying an estimated $55.9K and bringing the position to 14,450 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #322.

Trivium Point Advisory first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Trivium Point Advisory held 14,450 shares of SoFi Technologies worth $259K as of Q2 2026.
  • Trivium Point Advisory bought 3,300 SoFi Technologies shares in Q2 2026, an estimated $55.9K.
  • SoFi Technologies made up 0.02% of Trivium Point Advisory's portfolio in Q2 2026, its #322 holding.
  • Trivium Point Advisory first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Trivium Point Advisory's SoFi Technologies position peaked at $373K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.