Capital Advisors Ltd’s SoFi Technologies SOFI Stock Holding History

Capital Advisors Ltd’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	$30K	Hold	1,648	–	–	﹤0.01%	606
2026 Q1	$26K	Sell	1,648 -2	-0.1%	-$42	﹤0.01%	616
2025 Q4	$43K	Buy	1,650 +2	+0.1%	+$56	﹤0.01%	513
2025 Q3	$44K	Hold	1,648	–	–	0.01%	501
2025 Q2	$30K	Buy	1,648 +34	+2%	+$448	﹤0.01%	563
2025 Q1	$19K	Hold	1,614	–	–	﹤0.01%	621
2024 Q4	$25K	Hold	1,614	–	–	﹤0.01%	580
2024 Q3	$13K	Buy	1,614 +2	+0.1%	+$15	﹤0.01%	722
2024 Q2	$11K	Sell	1,612 -774	-32%	-$5.46K	﹤0.01%	740
2024 Q1	$17K	Buy	2,386 +831	+53%	+$6.6K	﹤0.01%	615
2023 Q4	$15K	Hold	1,555	–	–	﹤0.01%	611
2023 Q3	$12K	Hold	1,555	–	–	﹤0.01%	653
2023 Q2	$13K	Buy	+1,555	New	+$10.1K	﹤0.01%	646
2022 Q4	–	Sell	-19	Closed	–	–	1606
2022 Q3	$0	Buy	+19	New	+$120	﹤0.01%	1497

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Capital Advisors Ltd held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,648 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Capital Advisors Ltd first reported a position in SOFI in Q3 2022 and has held it in 14 quarters since. The position peaked at $44K in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Capital Advisors Ltd held 1,648 shares of SoFi Technologies worth $30K as of Q2 2026.
Capital Advisors Ltd left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #606 holding.
Capital Advisors Ltd first reported a position in SoFi Technologies in Q3 2022 and has held it in 14 quarters since.
Capital Advisors Ltd's SoFi Technologies position peaked at $44K in Q3 2025.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.