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Cresset Asset Management’s SoFi Technologies SOFI Stock Holding History

Cresset 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
2026
Q2 		$7.55M Buy
420,977
+18,926
+5% +$321K 0.03% 342
2026
Q1 		$6.38M Sell
402,051
-3,908
-1% -$82.4K 0.03% 331
2025
Q4 		$10.6M Sell
405,959
-24,015
-6% -$669K 0.04% 241
2025
Q3 		$11.4M Buy
429,974
+3,049
+0.7% +$72.4K 0.05% 224
2025
Q2 		$7.77M Sell
426,925
-2,364
-0.6% -$31.2K 0.04% 262
2025
Q1 		$4.99M Sell
429,289
-9,292
-2% -$134K 0.02% 348
2024
Q4 		$6.75M Sell
438,581
-449,567
-51% -$5.84M 0.03% 296
2024
Q3 		$6.98M Buy
888,148
+6,318
+0.7% +$45.9K 0.03% 386
2024
Q2 		$5.83M Sell
881,830
-4,544
-0.5% -$32K 0.02% 396
2024
Q1 		$6.47M Buy
886,374
+432,875
+95% +$3.44M 0.03% 337
2023
Q4 		$4.51M Sell
453,499
-3,907
-0.9% -$31.1K 0.03% 365
2023
Q3 		$3.65M Buy
457,406
+2,017
+0.4% +$17.7K 0.01% 393
2023
Q2 		$3.8M Buy
455,389
+438,520
+2,600% +$2.86M ﹤0.01% 478
2023
Q1 		$102K Buy
16,869
+1,900
+13% +$11.5K ﹤0.01% 775
2022
Q4 		$69K Buy
14,969
+1,302
+10% +$6.46K ﹤0.01% 679
2022
Q3 		$67K Sell
13,667
-18,435
-57% -$117K ﹤0.01% 850
2022
Q2 		$169K Sell
32,102
-624
-2% -$4.22K ﹤0.01% 854
2022
Q1 		$310K Buy
32,726
+2,838
+9% +$32.6K ﹤0.01% 767
2021
Q4 		$473K Buy
29,888
+15,888
+113% +$292K ﹤0.01% 716
2021
Q3 		$222K Buy
+14,000
New +$219K ﹤0.01% 990

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

Cresset Asset Management's SOFI Position: Q2 2026 in Review

Cresset Asset Management increased its SoFi Technologies (SOFI) stake by 4.7% in Q2 2026, buying an estimated $321K and bringing the position to 420,977 shares worth $7.55M. The position accounts for 0.03% of the portfolio, ranked #342.

Cresset Asset Management first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.4M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cresset Asset Management held 420,977 shares of SoFi Technologies worth $7.55M as of Q2 2026.
  • Cresset Asset Management bought 18,926 SoFi Technologies shares in Q2 2026, an estimated $321K.
  • SoFi Technologies made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #342 holding.
  • Cresset Asset Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Cresset Asset Management's SoFi Technologies position peaked at $11.4M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.