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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
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

Creekmur Asset Management's SOFI Position: Q3 2025 in Review

Creekmur Asset Management increased its SoFi Technologies (SOFI) stake by 23% in Q3 2025, buying an estimated $429K and bringing the position to 95,891 shares worth $2.53M. The position accounts for 0.42% of the portfolio, ranked #34.

Creekmur Asset Management first reported a position in SOFI in Q4 2023 and has held it in 8 quarters since. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Creekmur Asset Management held 95,891 shares of SoFi Technologies worth $2.53M as of Q3 2025.
  • Creekmur Asset Management bought 18,076 SoFi Technologies shares in Q3 2025, an estimated $429K.
  • SoFi Technologies made up 0.42% of Creekmur Asset Management's portfolio in Q3 2025, its #34 holding.
  • Creekmur Asset Management first reported a position in SoFi Technologies in Q4 2023 and has held it in 8 quarters since.
  • 912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.