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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Atwood & Palmer's SOFI Position: Q2 2026 in Review

Atwood & Palmer increased its SoFi Technologies (SOFI) stake by 13% in Q2 2026, buying an estimated $424 and bringing the position to 222 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Atwood & Palmer first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Atwood & Palmer held 222 shares of SoFi Technologies worth $3.98K as of Q2 2026.
Atwood & Palmer bought 25 SoFi Technologies shares in Q2 2026, an estimated $424.
SoFi Technologies made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #415 holding.
Atwood & Palmer first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
506 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.