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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings

Shares (Q2 2026)
286,788
Value
$5.14M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of SOFI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026286,788$5.14M<0.1%−7,807−2.7%ReducedHolders
Q1 2026294,595$4.68M<0.1%+72,845+32.9%AddedHolders
Q4 2025221,750$5.81M<0.1%+18,810+9.3%AddedHolders
Q3 2025202,940$5.36M<0.1%+33,881+20.0%AddedHolders
Q2 2025169,059$3.08M<0.1%+43,196+34.3%AddedHolders
Q1 2025125,863$1.46M<0.1%+43,570+52.9%AddedHolders
Q4 202482,293$1.27M<0.1%−69,737−45.9%ReducedHolders
Q3 2024152,030$1.19M<0.1%−318−0.2%ReducedHolders
Q2 2024152,348$1.01M<0.1%−3,160−2.0%ReducedHolders
Q1 2024155,508$1.14M<0.1%+20,351+15.1%AddedHolders
Q4 2023135,157$1.34M<0.1%−345,839−71.9%ReducedHolders
Q3 2023480,996$3.84M<0.1%−11,139−2.3%ReducedHolders
Q2 2023492,135$4.10M<0.1%+8,890+1.8%AddedHolders
Q1 2023483,245$2.93M<0.1%−39,320−7.5%ReducedHolders
Q4 2022522,565$2.41M<0.1%+33,688+6.9%AddedHolders
Q3 2022488,877$2.39M<0.1%−10,514−2.1%ReducedHolders
Q2 2022499,391$2.63M<0.1%+19,708+4.1%AddedHolders
Q1 2022479,683$4.53M<0.1%−241,040−33.4%ReducedHolders
Q4 2021720,723$11.4M<0.1%+88,222+13.9%AddedHolders
Q3 2021632,501$10.0M<0.1%+499,553+375.8%AddedHolders
Q2 2021132,948$2.55M<0.1%+132,948NewHolders