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Sumitomo Mitsui Trust Group, Inc.: SOFI position timeline

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

Sumitomo Mitsui Trust Group, Inc. held 5,684,422 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 5,684,422 shares
    Change vs previous 13F -5,004 shares

    0.06% of the 13F portfolio, value $101,921,686.

    13F-HR 0001214659-26-009184 filed by Sumitomo Mitsui Trust Group, Inc.
    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 5,689,426 shares
    Change vs previous 13F +156,218 shares

    0.06% of the 13F portfolio, value $90,348,085.

    13F-HR 0001214659-26-005304 filed by Sumitomo Mitsui Trust Group, Inc.
    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 5,533,208 shares
    Change vs previous 13F -828,601 shares

    0.09% of the 13F portfolio, value $144,859,385.

    13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust Group, Inc.
    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 6,361,809 shares
    Change vs previous 13F +2,961,849 shares

    0.1% of the 13F portfolio, value $168,078,994.

    13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust Group, Inc.
    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 3,399,960 shares
    Change vs previous 13F +773,308 shares

    0.04% of the 13F portfolio, value $61,913,272.

    13F-HR 0001214659-25-011183 filed by Sumitomo Mitsui Trust Group, Inc.
    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 2,626,652 shares
    Change vs previous 13F -5,106,191 shares

    0.02% of the 13F portfolio, value $30,547,963.

    13F-HR 0001214659-25-006359 filed by Sumitomo Mitsui Trust Group, Inc.
    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 7,732,843 shares
    Change vs previous 13F -2,313,418 shares

    0.08% of the 13F portfolio, value $119,085,782.

    13F-HR 0001214659-25-001416 filed by Sumitomo Mitsui Trust Group, Inc.
    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 10,046,261 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $78,963,611.

    13F-HR 0001214659-24-018417 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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