Meriwether Wealth & Planning’s SoFi Technologies SOFI Stock Holding History

Meriwether Wealth & Planning’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	$10.6K	Buy	+676	New	+$11.9K	﹤0.01%	411

Other funds holding SOFI

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Meriwether Wealth & Planning's SOFI Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in SoFi Technologies (SOFI) in Q3 2026: 676 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings.

292 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Meriwether Wealth & Planning held 676 shares of SoFi Technologies worth $10.6K as of Q3 2026.
SoFi Technologies was a new Meriwether Wealth & Planning position in Q3 2026.
SoFi Technologies made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #411 holding.
292 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.