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
2026 Q2	$1.12K	Buy	+1,200	New	+$20.3K	﹤0.01%	4272
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 $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 $3.37T AUM 44.26% 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

Creative Planning's SOFI Position: Q2 2026 in Review

Creative Planning reduced its SoFi Technologies (SOFI) stake by 2.7% in Q2 2026, selling an estimated $132K and leaving 286,788 shares worth $5.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Creative Planning first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.4M in Q4 2021. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Creative Planning held 286,788 shares of SoFi Technologies worth $5.14M as of Q2 2026.
Creative Planning sold 7,807 SoFi Technologies shares in Q2 2026, an estimated $132K.
SoFi Technologies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1390 holding.
Creative Planning first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
Creative Planning's SoFi Technologies position peaked at $11.4M in Q4 2021.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.