First National Trust Co

Bank

Position in SOFI — SoFi Technologies, Inc.

CIK 1277303 Johnstown, PA

Position in SOFI

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$839,500

+$222,944 QoQ

Shares Held

46,821

+20.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#372

of 913 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

First National Trust Co holds $33,342,967 across 5 Credit Services names. SOFI ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	65,642	$22,521,113
2	COF	Capital One Financial Corp	31,788	$6,377,307
3	AXP	American Express Co	6,414	$2,169,535
4	MA	Mastercard Inc	2,795	$1,435,512
5	SOFI	SoFi Technologies, Inc. This page	46,821	$839,500

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$839,500	46,821	+20.6%	Shares	Sole	2026-07-30
2026-03-31	$616,556	38,826	+7.3%	Shares	Sole	2026-05-07
2025-12-31	$947,637	36,197	+9.2%	Shares	Sole	2026-02-09
2025-09-30	$875,505	33,138	+17.5%	Shares	Other	2025-11-06
2025-06-30	$513,522	28,200	-9.1%	Shares	Sole	2025-08-01
2023-06-30	$258,748	31,025	0.0%	Shares	Sole	2023-08-01
2023-03-31	$188,321	31,025	0.0%	Shares	Sole	2023-04-26
2022-12-31	$143,025	31,025	0.0%	Shares	Sole	2023-02-02
2022-09-30	$151,402	31,025	0.0%	Shares	Sole	2022-11-02
2022-06-30	$163,501	31,025	+1.7%	Shares	Sole	2022-08-03
2022-03-31	$288,149	30,492	+1.6%	Shares	Sole	2022-05-03
2021-12-31	$474,300	30,000	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.