Bangor Savings Bank SOFI β€” SOFI TECHNOLOGIES INC

Ownership history in Bangor Savings Bank  Β·  2 quarters on record

AI Ownership Summary

Bangor Savings Bank reported SOFI TECHNOLOGIES INC (SOFI) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows SOFI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bangor Savings Bank's position in SOFI TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SOFI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bangor Savings Bank held SOFI β€” position size vs. price
% of Fund (quarterly)    SOFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 405 +5 +1.2% 0.00% $7K 2026-07-06 $18.61
2026 Q1 INITIATED β€” β€” β€” 400 β€” β€” 0.00% $6K 2026-04-01 $15.63

FAQ About Bangor Savings Bank and SOFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bangor Savings Bank reported owning SOFI?

Bangor Savings Bank reported SOFI across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported SOFI position in Bangor Savings Bank's portfolio?

The largest reported portfolio weight for SOFI was 0.00% in 2026 Q2.

What is the latest reported SOFI position on this page?

The most recent filing on this page is 2026 Q2, when Bangor Savings Bank reported 405 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this SOFI ownership page compare?

The chart compares Bangor Savings Bank's quarterly SOFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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