Palacios Wealth Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2053829
ORMOND BEACH, FL
Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$236,030
+$11,392 QoQ
Shares Held
13,164
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#589
of 912 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Palacios Wealth Management, LLC holds $236,030 across 1 Credit Services name. SOFI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
13,164 | $236,030 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,030 | 13,164 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $224,638 | 14,146 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $234,494 | 8,957 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $328,374 | 12,429 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $194,847 | 10,700 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||