Palacios Wealth Management »

Sofi Technologies shares owned by Palacios Wealth Management

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Palacios Wealth Management from 13F filings

Historical chart of Palacios Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Palacios Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sofi Technologies by Palacios Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $328k 12k 26.42
2025-06-30 $195k 11k 18.21

More positions owned by Palacios Wealth Management

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Apple (AAPL)
Amazon (AMZN)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Meta Platforms Cl A (META)
Neos Etf Trust Nasdaq 100 High (QQQI)
Global X Fds Russell 2000 (RYLD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Crowdstrike Hldgs Cl A (CRWD)
Alphabet Cap Stk Cl A (GOOGL)
Uber Technologies (UBER)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Palacios Wealth Management

Top funds holding Sofi Technologies

Vanguard Group
Jane Street
Susquehanna International
BlackRock
Jpmorgan Chase & Co
D. E. Shaw & Co
Citadel Advisors
UBS Group
State Street Corporation
Geode Capital Management
Royal Bank of Canada
Squarepoint Ops
Morgan Stanley
Walleye Trading
Voloridge Investment Management

View all funds holding Sofi Technologies