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Disclosery

Triumph Capital Management: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triumph Capital Management on SOFI, newest first. How the timeline and the estimate are built.

Triumph Capital Management held 155,460 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,460 shares
    Change vs previous 13F +15,505 shares

    0.5% of the 13F portfolio, value $2,787,398.

    13F-HR 0001730765-26-000006 filed by Triumph Capital Management
    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 139,955 shares
    Change vs previous 13F +15,468 shares

    0.45% of the 13F portfolio, value $2,222,485.

    13F-HR 0001730765-26-000004 filed by Triumph Capital Management
    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 124,487 shares
    Change vs previous 13F -2,428 shares

    0.7% of the 13F portfolio, value $3,259,070.

    13F-HR 0001730765-26-000002 filed by Triumph Capital Management
    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/A 126,915 shares
    Change vs previous 13F +19,590 shares

    0.9% of the 13F portfolio, value $3,353,095.

    13F-HR/A 0001730765-25-000011 filed by Triumph Capital Management
    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/A 107,325 shares
    Change vs previous 13F +32,918 shares

    0.59% of the 13F portfolio, value $1,954,388.

    13F-HR/A 0001730765-25-000012 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 74,407 shares
    Change vs previous 13F +4,961 shares

    0.29% of the 13F portfolio, value $865,353.

    13F-HR 0001730765-25-000004 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 69,446 shares
    Change vs previous 13F -315,744 shares

    0.37% of the 13F portfolio, value $1,069,468.

    13F-HR 0001730765-25-000003 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 385,190 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,027,593.

    13F-HR 0001730765-25-000002 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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