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Trust Company of Vermont’s SoFi Technologies SOFI Stock Holding History

Trust Company of Vermont’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 		$7.12K Buy
+397
New +$6.73K ﹤0.01% 954
2025
Q4 		$10.4K Hold
397
– – ﹤0.01% 842
2025
Q3 		$10.5K Hold
397
– – ﹤0.01% 827
2025
Q2 		$7.23K Hold
397
– – ﹤0.01% 862
2025
Q1 		$4.62K Sell
397
-355
-47% -$5.12K ﹤0.01% 855
2024
Q4 		$11.6K Buy
752
+355
+89% +$4.61K ﹤0.01% 757
2024
Q3 		$3.12K Buy
+397
New +$2.89K ﹤0.01% 913

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 $3.38T AUM 44.17% 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

Trust Company of Vermont's SOFI Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in SoFi Technologies (SOFI) in Q2 2026: 397 shares worth $7.12K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SOFI as recently as Q4 2025.

Trust Company of Vermont first reported a position in SOFI in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.6K in Q4 2024. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Trust Company of Vermont held 397 shares of SoFi Technologies worth $7.12K as of Q2 2026.
  • SoFi Technologies was a new Trust Company of Vermont position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #954 holding.
  • Trust Company of Vermont first reported a position in SoFi Technologies in Q3 2024 and has held it in 7 quarters since.
  • Trust Company of Vermont's SoFi Technologies position peaked at $11.6K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.