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Cromwell Holdings’s SoFi Technologies SOFI Stock Holding History

Cromwell Holdings’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 		$7.19K Buy
401
+178
+80% +$3.02K ﹤0.01% 634
2026
Q1 		$3.54K Buy
223
+45
+25% +$949 ﹤0.01% 633
2025
Q4 		$4.66K Hold
178
– – ﹤0.01% 617
2025
Q3 		$4.7K Hold
178
– – ﹤0.01% 631
2025
Q2 		$3.24K Buy
178
+130
+271% +$1.71K ﹤0.01% 644
2025
Q1 		$558 Buy
+48
New +$692 ﹤0.01% 750

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

Cromwell Holdings's SOFI Position: Q2 2026 in Review

Cromwell Holdings increased its SoFi Technologies (SOFI) stake by 80% in Q2 2026, buying an estimated $3.02K and bringing the position to 401 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Cromwell Holdings first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cromwell Holdings held 401 shares of SoFi Technologies worth $7.19K as of Q2 2026.
  • Cromwell Holdings bought 178 SoFi Technologies shares in Q2 2026, an estimated $3.02K.
  • SoFi Technologies made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #634 holding.
  • Cromwell Holdings first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.