Webster Bank’s SoFi Technologies SOFI Stock Holding History

Webster Bank’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 Q1	–	Sell	-200	Closed	-$5.24K	–	693
2025 Q4	$5.24K	Hold	200	–	–	﹤0.01%	559
2025 Q3	$5.28K	Buy	+200	New	+$4.75K	﹤0.01%	550

Other funds holding SOFI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Webster Bank's SOFI Position: Q1 2026 in Review

Webster Bank sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 200 shares — an estimated $5.24K sold.

Webster Bank first reported a position in SOFI in Q3 2025 and held it in 2 quarters. The position peaked at $5.28K in Q3 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Webster Bank reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Webster Bank sold 200 SoFi Technologies shares in Q1 2026, an estimated $5.24K.
Webster Bank first reported a position in SoFi Technologies in Q3 2025 and held it in 2 quarters.
Webster Bank's SoFi Technologies position peaked at $5.28K in Q3 2025.
924 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Webster Bank's 13F filing for Q1 2026, filed 17 Apr 2026.