Palacios Wealth Management, LLC So Fi Technologies, Inc. Transaction History
Palacios Wealth Management, LLC
- $152 Billion
- Q3 2025
A detailed history of Palacios Wealth Management, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Palacios Wealth Management, LLC holds 12,429 shares of SOFI stock, worth $345,774. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,429
Previous 10,700
16.16%
Holding current value
$345,774
Previous $195 Million
68.53%
% of portfolio
0.22%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SOFI
# of Institutions
1,094Shares Held
622MCall Options Held
132MPut Options Held
124M-
Vanguard Group Inc Valley Forge, PA107MShares$2.98 Billion0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY46.8MShares$1.3 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.26 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35MShares$975 Million0.59% of portfolio
-
State Street Corp Boston, MA24.3MShares$676 Million0.02% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $22.2B
- Description
- SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...