Axim Planning & Wealth
- SEC CIK
- 0001950607
- Latest filing
- Aug 13, 2026
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings
- Shares (Q2 2026)
- 12,859
- Value
- $230.6K
- % of portfolio
- 0.3%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 12,859 | $230.6K | 0.3% | +1,359+11.8% | Added | Holders |
| Q1 2026 | 11,500 | $182.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2025 | 11,500 | $301.1K | 0.3% | −1,429−11.1% | Reduced | Holders |
| Q3 2025 | 12,929 | $341.6K | 0.3% | −2,721−17.4% | Reduced | Holders |
| Q2 2025 | 15,650 | $285.0K | 0.3% | +1,000+6.8% | Added | Holders |
| Q1 2025 | 14,650 | $170.4K | 0.2% | −4,662−24.1% | Reduced | Holders |
| Q4 2024 | 19,312 | $297.4K | 0.3% | −13,606−41.3% | Reduced | Holders |
| Q3 2024 | 32,918 | $258.7K | 0.3% | −3,840−10.4% | Reduced | Holders |
| Q2 2024 | 36,758 | $243.0K | 0.3% | +8,758+31.3% | Added | Holders |
| Q1 2024 | 28,000 | $204.4K | 0.2% | +6,000+27.3% | Added | Holders |
| Q4 2023 | 22,000 | $218.9K | 0.2% | +2,900+15.2% | Added | Holders |
| Q3 2023 | 19,100 | $152.6K | 0.1% | +19,100 | New | Holders |