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Disclosery

First National Trust Co: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First National Trust Co on SOFI, newest first. How the timeline and the estimate are built.

First National Trust Co held 46,821 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,821 shares
    Change vs previous 13F +7,995 shares

    0.03% of the 13F portfolio, value $839,500.

    13F-HR 0001193125-26-325220 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,826 shares
    Change vs previous 13F +2,629 shares

    0.02% of the 13F portfolio, value $616,556.

    13F-HR 0001193125-26-210882 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,197 shares
    Change vs previous 13F +3,059 shares

    0.03% of the 13F portfolio, value $947,637.

    13F-HR 0001193125-26-042071 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,138 shares
    Change vs previous 13F +4,938 shares

    0.03% of the 13F portfolio, value $875,505.

    13F-HR 0001193125-25-268273 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,200 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $513,522.

    13F-HR 0000950123-25-006904 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).