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Atwood & Palmer’s SoFi Technologies SOFI Stock Holding History

Atwood & Palmer’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
Q3 		$3.49K Hold
222
– – ﹤0.01% 431
2026
Q2 		$3.98K Buy
222
+25
+13% +$424 ﹤0.01% 415
2026
Q1 		$3.13K Buy
+197
New +$4.15K ﹤0.01% 421

Other funds holding SOFI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Atwood & Palmer's SOFI Position: Q3 2026 in Review

Atwood & Palmer held its SoFi Technologies (SOFI) position steady in Q3 2026 at 222 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Atwood & Palmer first reported a position in SOFI in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.98K in Q2 2026. 29 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Atwood & Palmer held 222 shares of SoFi Technologies worth $3.49K as of Q3 2026.
  • Atwood & Palmer left its SoFi Technologies share count unchanged in Q3 2026.
  • SoFi Technologies made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #431 holding.
  • Atwood & Palmer first reported a position in SoFi Technologies in Q1 2026 and has held it in 3 quarters since.
  • Atwood & Palmer's SoFi Technologies position peaked at $3.98K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.