SoFi Technologies, Inc.

Axim Planning & Wealth SOFI

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/13/2026

Shares

11,500

Value ($000)

301

Weight

0.3%

2025 Q2 - 2025 Q4 (3 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/13/2026	301	0.3%	11,500	12/31/2025
2025 Q3	11/5/2025	342	0.3%	12,929	9/30/2025
2025 Q2	8/6/2025	285	0.3%	15,650	6/30/2025