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Crewe Advisors’s SoFi Technologies SOFI Stock Holding History

Crewe Advisors’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 		$8.07K Buy
450
+250
+125% +$4.24K ﹤0.01% 799
2026
Q1 		$3.18K Hold
200
– – ﹤0.01% 848
2025
Q4 		$5.24K Hold
200
– – ﹤0.01% 719
2025
Q3 		$5.28K Sell
200
-38
-16% -$902 ﹤0.01% 725
2025
Q2 		$4.33K Buy
238
+20
+9% +$264 ﹤0.01% 543
2025
Q1 		$2.54K Sell
218
-21
-9% -$303 ﹤0.01% 535
2024
Q4 		$3.68K Sell
239
-13,822
-98% -$180K ﹤0.01% 498
2024
Q3 		$111K Buy
14,061
+27
+0.2% +$196 0.01% 215
2024
Q2 		$92.8K Buy
14,034
+200
+1% +$1.41K 0.01% 280
2024
Q1 		$101K Buy
+13,834
New +$110K 0.01% 270
2023
Q4 		– Sell
-13,850
Closed -$111K – 655
2023
Q3 		$111K Sell
13,850
-1,998
-13% -$17.6K 0.02% 102
2023
Q2 		$132K Buy
15,848
+14
+0.1% +$91 0.02% 180
2023
Q1 		$96.1K Hold
15,834
– – 0.01% 232
2022
Q4 		$73K Sell
15,834
-500
-3% -$2.48K 0.01% 264
2022
Q3 		$80K Hold
16,334
– – 0.01% 252
2022
Q2 		$86K Buy
16,334
+2,000
+14% +$13.5K 0.02% 229
2022
Q1 		$135K Sell
14,334
-200
-1% -$2.3K 0.03% 149
2021
Q4 		$230K Buy
14,534
+14,034
+2,807% +$258K 0.05% 78
2021
Q3 		$8K Hold
500
– – ﹤0.01% 278
2021
Q2 		$10K Hold
500
– – ﹤0.01% 282
2021
Q1 		$9K Buy
+500
New +$9.87K ﹤0.01% 302

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

Crewe Advisors's SOFI Position: Q2 2026 in Review

Crewe Advisors increased its SoFi Technologies (SOFI) stake by 125% in Q2 2026, buying an estimated $4.24K and bringing the position to 450 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Crewe Advisors first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $230K in Q4 2021. 924 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Crewe Advisors held 450 shares of SoFi Technologies worth $8.07K as of Q2 2026.
  • Crewe Advisors bought 250 SoFi Technologies shares in Q2 2026, an estimated $4.24K.
  • SoFi Technologies made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #799 holding.
  • Crewe Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
  • Crewe Advisors's SoFi Technologies position peaked at $230K in Q4 2021.
  • 924 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.