Creekmur Asset Management’s SoFi Technologies SOFI Stock Holding History

Creekmur Asset 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
2025 Q3	$2.53M	Buy	95,891 +18,076	+23%	+$429K	0.42%	34
2025 Q2	$1.42M	Buy	77,815 +46,975	+152%	+$619K	0.25%	59
2025 Q1	$359K	Buy	30,840 +2,125	+7%	+$30.6K	0.08%	137
2024 Q4	$442K	Buy	28,715 +28,319	+7,151%	+$368K	0.1%	81
2024 Q3	$3.11K	Sell	396 -2,612	-87%	-$19K	﹤0.01%	592
2024 Q2	$19.9K	Sell	3,008 -23,330	-89%	-$165K	0.01%	382
2024 Q1	$192K	Sell	26,338 -13,066	-33%	-$104K	0.07%	116
2023 Q4	$392K	Buy	+39,404	New	+$313K	0.12%	87

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management

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

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return