As of the latest SEC filings, SOFI MORTGAGE TRUST (SFPMT) is held by 8 institutional funds. The largest fund shareholder is Touchstone Strategic Trust-Touchstone Flexible Income Fund (FFSAX), holding an estimated $931,649.15 in market value, representing 0.06% of its portfolio.
Funds holding SOFI MORTGAGE TRUST (SFPMT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SFPMT
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FFSAX
Touchstone Strategic Trust-Touchstone Flexible Income Fund
|
MF | Independent / Boutique | 0.06% | $931,649.15 | 1,035,974 | Mar 31, 2026 | May 29, 2026 |
|
ADFIX
Diversified Bond Fund
|
MF | American Century | 0.02% | $760,251.05 | 843,776 | Mar 31, 2026 | May 29, 2026 |
|
ACCNX
Core Plus Fund
|
MF | American Century | 0.02% | $59,828.01 | 66,401 | Mar 31, 2026 | May 29, 2026 |
|
TWBIX
Balanced Fund
|
MF | American Century | 0.00% | $28,766.64 | 31,932 | Apr 30, 2026 | Jun 26, 2026 |
|
TWSMX
Strategic Allocation: Moderate Fund
|
MF | American Century | 0.00% | $19,915.37 | 22,107 | Apr 30, 2026 | Jun 26, 2026 |
|
AACRX
Strategic Allocation: Conservative Fund
|
MF | American Century | 0.00% | $8,851.29 | 9,825 | Apr 30, 2026 | Jun 26, 2026 |
|
AAARX
Strategic Allocation: Aggressive Fund
|
MF | American Century | 0.00% | $6,638.48 | 7,369 | Apr 30, 2026 | Jun 26, 2026 |
|
-
LVIP American Century Balanced Fund
|
ETF | Independent / Boutique | 0.00% | $4,471.03 | 4,933 | Mar 31, 2026 | May 18, 2026 |
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