WTC
SOFI icon

WhitTier Trust Company’s SoFi Technologies SOFI Stock Holding History

WhitTier Trust Company’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 		$266 Hold
15
– – ﹤0.01% 1390
2026
Q1 		$244 Sell
15
-663
-98% -$14K ﹤0.01% 1383
2025
Q4 		$18.3K Buy
678
+167
+33% +$4.65K ﹤0.01% 932
2025
Q3 		$12.9K Buy
+511
New +$12.1K ﹤0.01% 975

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

WhitTier Trust Company's SOFI Position: Q2 2026 in Review

WhitTier Trust Company held its SoFi Technologies (SOFI) position steady in Q2 2026 at 15 shares worth $266. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

WhitTier Trust Company first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.3K in Q4 2025. 506 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • WhitTier Trust Company held 15 shares of SoFi Technologies worth $266 as of Q2 2026.
  • WhitTier Trust Company left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1390 holding.
  • WhitTier Trust Company first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • WhitTier Trust Company's SoFi Technologies position peaked at $18.3K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.