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Palacios Wealth Management’s SoFi Technologies SOFI Stock Holding History

Palacios Wealth Management’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
Q1 		$228K Buy
14,146
+5,189
+58% +$109K 0.14% 69
2025
Q4 		$234K Sell
8,957
-3,472
-28% -$96.7K 0.18% 61
2025
Q3 		$328K Buy
12,429
+1,729
+16% +$41K 0.22% 56
2025
Q2 		$195K Buy
+10,700
New +$141K 0.16% 69

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Palacios Wealth Management's SOFI Position: Q1 2026 in Review

Palacios Wealth Management increased its SoFi Technologies (SOFI) stake by 58% in Q1 2026, buying an estimated $109K and bringing the position to 14,146 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #69.

Palacios Wealth Management first reported a position in SOFI in Q2 2025 and has held it in 4 quarters since. The position peaked at $328K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Palacios Wealth Management held 14,146 shares of SoFi Technologies worth $228K as of Q1 2026.
  • Palacios Wealth Management bought 5,189 SoFi Technologies shares in Q1 2026, an estimated $109K.
  • SoFi Technologies made up 0.14% of Palacios Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Palacios Wealth Management first reported a position in SoFi Technologies in Q2 2025 and has held it in 4 quarters since.
  • Palacios Wealth Management's SoFi Technologies position peaked at $328K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.