Position in SOFI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,980
+$852 QoQ
Shares Held
222
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#825
of 913 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $31,298,271 across 7 Credit Services names. SOFI ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
59,733 | $30,678,868 | |
| 2 | V |
Visa Inc.
|
1,005 | $344,805 | |
| 3 | COF |
Capital One Financial Corp
|
764 | $153,273 | |
| 4 | KLAR |
Klarna Group plc
|
4,240 | $85,817 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
550 | $23,749 | |
| 6 | AXP |
American Express Co
|
23 | $7,779 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
222 | $3,980 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,980 | 222 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,128 | 197 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||