Clear Creek Financial Management’s SoFi Technologies SOFI Stock Holding History

Clear Creek Financial Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$218K	Buy	+12,155	New	+$206K	0.01%	594
2023 Q3	–	Sell	-10,200	Closed	-$85.1K	–	340
2023 Q2	$85.1K	Hold	10,200	–	–	0.01%	323
2023 Q1	$61.9K	Buy	+10,200	New	+$61.9K	0.01%	304

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Creek Financial Management's SOFI Position: Q2 2026 in Review

Clear Creek Financial Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 12,155 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Clear Creek Financial Management previously reported a position in SOFI as recently as Q2 2023.

Clear Creek Financial Management first reported a position in SOFI in Q1 2023 and has held it in 3 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Clear Creek Financial Management held 12,155 shares of SoFi Technologies worth $218K as of Q2 2026.
SoFi Technologies was a new Clear Creek Financial Management position in Q2 2026.
SoFi Technologies made up 0.01% of Clear Creek Financial Management's portfolio in Q2 2026, its #594 holding.
Clear Creek Financial Management first reported a position in SoFi Technologies in Q1 2023 and has held it in 3 quarters since.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.