Cresset Asset Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
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.