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Capital Advisors Inc’s SoFi Technologies SOFI Stock Holding History

Capital Advisors Inc’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 		$508K Buy
28,324
+615
+2% +$10.4K 0.01% 230
2026
Q1 		$440K Buy
27,709
+4,896
+21% +$103K 0.01% 239
2025
Q4 		$597K Buy
22,813
+4,356
+24% +$121K 0.01% 204
2025
Q3 		$488K Buy
18,457
+1,055
+6% +$25K 0.01% 200
2025
Q2 		$317K Buy
17,402
+4,041
+30% +$53.3K 0.01% 251
2025
Q1 		$155K Buy
13,361
+110
+0.8% +$1.58K ﹤0.01% 302
2024
Q4 		$204K Buy
13,251
+3,001
+29% +$39K ﹤0.01% 295
2024
Q3 		$80.6K Sell
10,250
-1,846
-15% -$13.4K ﹤0.01% 292
2024
Q2 		$80K Sell
12,096
-19,800
-62% -$140K ﹤0.01% 304
2024
Q1 		$102K Buy
31,896
+19,700
+162% +$156K ﹤0.01% 301
2023
Q4 		$121K Hold
12,196
– – ﹤0.01% 283
2023
Q3 		$97.4K Buy
12,196
+250
+2% +$2.2K ﹤0.01% 256
2023
Q2 		$99.6K Buy
11,946
+200
+2% +$1.3K ﹤0.01% 268
2023
Q1 		$71.3K Buy
+11,746
New +$71.2K ﹤0.01% 250

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Advisors Inc's SOFI Position: Q2 2026 in Review

Capital Advisors Inc increased its SoFi Technologies (SOFI) stake by 2.2% in Q2 2026, buying an estimated $10.4K and bringing the position to 28,324 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #230.

Capital Advisors Inc first reported a position in SOFI in Q1 2023 and has held it in 14 quarters since. The position peaked at $597K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Capital Advisors Inc held 28,324 shares of SoFi Technologies worth $508K as of Q2 2026.
  • Capital Advisors Inc bought 615 SoFi Technologies shares in Q2 2026, an estimated $10.4K.
  • SoFi Technologies made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #230 holding.
  • Capital Advisors Inc first reported a position in SoFi Technologies in Q1 2023 and has held it in 14 quarters since.
  • Capital Advisors Inc's SoFi Technologies position peaked at $597K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.