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Creative Financial Designs’s SoFi Technologies SOFI Stock Holding History

Creative Financial Designs’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 		$17.9K Hold
1,000
– – ﹤0.01% 1340
2026
Q1 		$15.9K Sell
1,000
-268
-21% -$5.65K ﹤0.01% 1261
2025
Q4 		$33.2K Buy
1,268
+18
+1% +$502 ﹤0.01% 1010
2025
Q3 		$33K Buy
+1,250
New +$29.7K ﹤0.01% 986
2025
Q2 		– Sell
-10
Closed -$116 – 2152
2025
Q1 		$116 Sell
10
-490
-98% -$7.06K ﹤0.01% 2015
2024
Q4 		$7.7K Buy
500
+450
+900% +$5.84K ﹤0.01% 1321
2024
Q3 		$393 Hold
50
– – ﹤0.01% 1630
2024
Q2 		$331 Hold
50
– – ﹤0.01% 1593
2024
Q1 		$365 Sell
50
-1,000
-95% -$7.94K ﹤0.01% 1608
2023
Q4 		$10.4K Buy
+1,050
New +$8.35K ﹤0.01% 1082

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

Creative Financial Designs's SOFI Position: Q2 2026 in Review

Creative Financial Designs held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,000 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Creative Financial Designs first reported a position in SOFI in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.2K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Creative Financial Designs held 1,000 shares of SoFi Technologies worth $17.9K as of Q2 2026.
  • Creative Financial Designs left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1340 holding.
  • Creative Financial Designs first reported a position in SoFi Technologies in Q4 2023 and has held it in 10 quarters since.
  • Creative Financial Designs's SoFi Technologies position peaked at $33.2K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.