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Creative Planning SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
10
Latest value
$5.7M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q3 2025 | $29K |
| Q4 2025 | $5.8M |
| Q1 2026 | $4.7M |
| Q2 2026 | $13K |
| Q2 2026 | $5.1M |
| Q2 2026 | $275 |
| Q2 2026 | $846 |
| Q3 2026 | $25K |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 361.0K | — | — |
| Q3 2026 | $25K | 1.6K | — | — |
| Q2 2026 | $846 | 900 | — | — |
| Q2 2026 | $275 | 300 | — | — |
| Q2 2026 | $5.1M | 286.1K | — | — |
| Q2 2026 | $13K | 712 | — | — |
| Q1 2026 | $4.7M | 294.6K | — | — |
| Q4 2025 | $5.8M | 221.8K | — | — |
| Q3 2025 | $29K | 1.1K | — | — |
| Q3 2025 | $5.3M | 201.8K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M