WT
SOFI icon

Whittier Trust’s SoFi Technologies SOFI Stock Holding History

Whittier Trust’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 		$26.1K Hold
1,400
– – ﹤0.01% 980
2026
Q1 		$22.8K Sell
1,400
-350
-20% -$7.38K ﹤0.01% 980
2025
Q4 		$47.2K Hold
1,750
– – ﹤0.01% 877
2025
Q3 		$44.2K Hold
1,750
– – ﹤0.01% 876
2025
Q2 		$31.9K Hold
1,750
– – ﹤0.01% 1035
2025
Q1 		$20.4K Hold
1,750
– – ﹤0.01% 1102
2024
Q4 		$26.9K Hold
1,750
– – ﹤0.01% 1038
2024
Q3 		$13.8K Buy
+1,750
New +$12.7K ﹤0.01% 1205
2024
Q1 		– Sell
-300
Closed -$2.98K – 1556
2023
Q4 		$2.98K Buy
+300
New +$2.38K ﹤0.01% 1372

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Whittier Trust's SOFI Position: Q2 2026 in Review

Whittier Trust held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,400 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Whittier Trust first reported a position in SOFI in Q4 2023 and has held it in 9 quarters since. The position peaked at $47.2K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Whittier Trust held 1,400 shares of SoFi Technologies worth $26.1K as of Q2 2026.
  • Whittier Trust left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #980 holding.
  • Whittier Trust first reported a position in SoFi Technologies in Q4 2023 and has held it in 9 quarters since.
  • Whittier Trust's SoFi Technologies position peaked at $47.2K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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