Truist Financial
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Truist Financial’s SoFi Technologies SOFI Stock Holding History

Truist Financial’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 		$914K Buy
+51,000
New +$864K ﹤0.01% 1833
2025
Q3 		– Sell
-23,400
Closed -$426K – 2787
2025
Q2 		$426K Sell
23,400
-11,900
-34% -$157K ﹤0.01% 2029
2025
Q1 		$411K Buy
35,300
+600
+2% +$8.65K ﹤0.01% 1971
2024
Q4 		$534K Buy
+34,700
New +$451K ﹤0.01% 1840
2024
Q1 		– Sell
-115,400
Closed -$1.15M – 2728
2023
Q4 		$1.15M Buy
115,400
+31,400
+37% +$250K ﹤0.01% 1524
2023
Q3 		$671K Buy
+84,000
New +$739K ﹤0.01% 1759

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial's SOFI Position: Q2 2026 in Review

Truist Financial increased its SoFi Technologies (SOFI) stake by 183% in Q2 2026, buying an estimated $2.39M and bringing the position to 218,677 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Truist Financial first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. 299 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Truist Financial held 218,677 shares of SoFi Technologies worth $3.92M as of Q2 2026.
  • Truist Financial bought 141,337 SoFi Technologies shares in Q2 2026, an estimated $2.39M.
  • SoFi Technologies made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1042 holding.
  • Truist Financial first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • 299 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.