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American Capital Advisory’s SoFi Technologies SOFI Stock Holding History

American Capital Advisory’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9K Buy
1,335
+41
+3% +$695 0.01% 289
2026
Q1 		$20.5K Sell
1,294
-3
-0.2% -$63 0.01% 286
2025
Q4 		$34K Buy
1,297
+1,064
+457% +$29.6K 0.01% 239
2025
Q3 		$6.16K Buy
233
+11
+5% +$261 ﹤0.01% 343
2025
Q2 		$4.04K Buy
222
+12
+6% +$158 ﹤0.01% 355
2025
Q1 		$2.44K Hold
210
– – ﹤0.01% 381
2024
Q4 		$3.23K Hold
210
– – ﹤0.01% 384
2024
Q3 		$1.65K Buy
+210
New +$1.53K ﹤0.01% 398

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

American Capital Advisory's SOFI Position: Q2 2026 in Review

American Capital Advisory increased its SoFi Technologies (SOFI) stake by 3.2% in Q2 2026, buying an estimated $695 and bringing the position to 1,335 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #289.

American Capital Advisory first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $34K in Q4 2025. 345 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • American Capital Advisory held 1,335 shares of SoFi Technologies worth $23.9K as of Q2 2026.
  • American Capital Advisory bought 41 SoFi Technologies shares in Q2 2026, an estimated $695.
  • SoFi Technologies made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #289 holding.
  • American Capital Advisory first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • American Capital Advisory's SoFi Technologies position peaked at $34K in Q4 2025.
  • 345 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.