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Cranbrook Wealth Management’s SoFi Technologies SOFI Stock Holding History

Cranbrook Wealth 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 		$520 Hold
29
– – ﹤0.01% 396
2026
Q1 		$461 Buy
+29
New +$611 ﹤0.01% 378
2024
Q1 		– Sell
-165
Closed -$1.64K – 311
2023
Q4 		$1.64K Buy
+165
New +$1.31K ﹤0.01% 286

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cranbrook Wealth Management's SOFI Position: Q2 2026 in Review

Cranbrook Wealth Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 29 shares worth $520. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Cranbrook Wealth Management first reported a position in SOFI in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.64K in Q4 2023. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cranbrook Wealth Management held 29 shares of SoFi Technologies worth $520 as of Q2 2026.
  • Cranbrook Wealth Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Cranbrook Wealth Management first reported a position in SoFi Technologies in Q4 2023 and has held it in 3 quarters since.
  • Cranbrook Wealth Management's SoFi Technologies position peaked at $1.64K in Q4 2023.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.