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CreativeOne Wealth’s SoFi Technologies SOFI Stock Holding History

CreativeOne Wealth’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 		$355K Sell
19,812
-8,393
-30% -$142K 0.01% 928
2026
Q1 		$448K Sell
28,205
-14,815
-34% -$312K 0.01% 850
2025
Q4 		$1.13M Buy
43,020
+8,461
+24% +$236K 0.03% 509
2025
Q3 		$913K Buy
34,559
+10,350
+43% +$246K 0.02% 581
2025
Q2 		$441K Buy
24,209
+13,198
+120% +$174K 0.01% 785
2025
Q1 		$128K Sell
11,011
-1,170
-10% -$16.9K ﹤0.01% 1023
2024
Q4 		$188K Buy
12,181
+180
+1% +$2.34K 0.01% 1025
2024
Q3 		$94.3K Buy
+12,001
New +$87.2K ﹤0.01% 928
2023
Q3 		– Sell
-21,587
Closed -$180K – 793
2023
Q2 		$180K Sell
21,587
-967
-4% -$6.3K 0.01% 795
2023
Q1 		$137K Sell
22,554
-26,445
-54% -$160K 0.01% 767
2022
Q4 		$226K Buy
48,999
+9
+0% +$45 0.01% 658
2022
Q3 		$239K Sell
48,990
-6,038
-11% -$38.2K 0.01% 621
2022
Q2 		$290K Buy
55,028
+37,229
+209% +$252K 0.02% 569
2022
Q1 		$168K Buy
+17,799
New +$204K 0.01% 712
2021
Q4 		– Sell
-36,080
Closed -$573K – 790
2021
Q3 		$573K Buy
36,080
+24,480
+211% +$384K 0.03% 378
2021
Q2 		$222K Buy
+11,600
New +$215K 0.01% 625

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

CreativeOne Wealth's SOFI Position: Q2 2026 in Review

CreativeOne Wealth reduced its SoFi Technologies (SOFI) stake by 30% in Q2 2026, selling an estimated $142K and leaving 19,812 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #928.

CreativeOne Wealth first reported a position in SOFI in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.13M in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • CreativeOne Wealth held 19,812 shares of SoFi Technologies worth $355K as of Q2 2026.
  • CreativeOne Wealth sold 8,393 SoFi Technologies shares in Q2 2026, an estimated $142K.
  • SoFi Technologies made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #928 holding.
  • CreativeOne Wealth first reported a position in SoFi Technologies in Q2 2021 and has held it in 16 quarters since.
  • CreativeOne Wealth's SoFi Technologies position peaked at $1.13M in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.