Creative Planning’s SoFi Technologies SOFI Stock Holding History

Creative Planning’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
2023 Q4	–	Sell	-800	Closed	-$34	–	3062
2023 Q3	$34	Hold	800	–	–	﹤0.01%	2891
2023 Q2	$140	Buy	+800	New	+$5.21K	﹤0.01%	2633
2022 Q2	–	Sell	-2,200	Closed	-$4K	–	2519
2022 Q1	$4K	Buy	+2,200	New	+$25.3K	﹤0.01%	2266
2021 Q2	–	Sell	-4,500	Closed	-$10K	–	2526
2021 Q1	$10K	Buy	+4,500	New	+$88.8K	﹤0.01%	2477

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Creative Planning's SOFI Position: Q1 2026 in Review

Creative Planning increased its SoFi Technologies (SOFI) stake by 33% in Q1 2026, buying an estimated $1.54M and bringing the position to 294,595 shares worth $4.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Creative Planning first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $11.4M in Q4 2021. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Creative Planning held 294,595 shares of SoFi Technologies worth $4.68M as of Q1 2026.
Creative Planning bought 72,845 SoFi Technologies shares in Q1 2026, an estimated $1.54M.
SoFi Technologies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1257 holding.
Creative Planning first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
Creative Planning's SoFi Technologies position peaked at $11.4M in Q4 2021.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.