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BOLTON SECURITIES CORPORATION’s SoFi Technologies SOFI Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$80.5K Buy
5,122
+200
+4% +$3.52K ﹤0.01% 1184
2026
Q2 		$88.3K Buy
4,922
+1,932
+65% +$32.7K ﹤0.01% 1149
2026
Q1 		$47.5K Buy
+2,990
New +$63K ﹤0.01% 1240
2025
Q3 		$92K Buy
+3,484
New +$82.7K ﹤0.01% 993
2025
Q1 		$527K Buy
+45,320
New +$653K 0.03% 464

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SOFI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its SoFi Technologies (SOFI) stake by 4.1% in Q3 2026, buying an estimated $3.52K and bringing the position to 5,122 shares worth $80.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

BOLTON SECURITIES CORPORATION first reported a position in SOFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $527K in Q1 2025. 623 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 5,122 shares of SoFi Technologies worth $80.5K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 200 SoFi Technologies shares in Q3 2026, an estimated $3.52K.
  • SoFi Technologies made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1184 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in SoFi Technologies in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's SoFi Technologies position peaked at $527K in Q1 2025.
  • 623 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.