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Capital Advisors Wealth Management’s SoFi Technologies SOFI Stock Holding History

Capital Advisors Wealth Management’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 		$2.03M Buy
113,162
+2,370
+2% +$40.2K 0.24% 67
2026
Q1 		$1.76M Buy
110,792
+1,309
+1% +$27.6K 0.24% 66
2025
Q4 		$2.87M Buy
109,483
+401
+0.4% +$11.2K 0.39% 52
2025
Q3 		$2.88M Sell
109,082
-1,275
-1% -$30.3K 0.41% 50
2025
Q2 		$2.01M Sell
110,357
-345
-0.3% -$4.55K 0.32% 58
2025
Q1 		$1.29M Sell
110,702
-1,185
-1% -$17.1K 0.23% 60
2024
Q4 		$1.72M Buy
111,887
+3,708
+3% +$48.2K 0.31% 50
2024
Q3 		$850K Buy
108,179
+5,180
+5% +$37.6K 0.16% 71
2024
Q2 		$681K Buy
102,999
+486
+0.5% +$3.43K 0.13% 73
2024
Q1 		$748K Buy
102,513
+3,150
+3% +$25K 0.16% 65
2023
Q4 		$989K Buy
99,363
+6,350
+7% +$50.5K 0.23% 56
2023
Q3 		$743K Buy
93,013
+11,405
+14% +$100K 0.19% 64
2023
Q2 		$681K Buy
81,608
+6,285
+8% +$41K 0.17% 68
2023
Q1 		$457K Buy
75,323
+2,145
+3% +$13K 0.13% 80
2022
Q4 		$337K Sell
73,178
-3,720
-5% -$18.4K 0.1% 90
2022
Q3 		$375K Buy
76,898
+62,040
+418% +$393K 0.12% 81
2022
Q2 		$78K Buy
14,858
+2,384
+19% +$16.1K 0.03% 114
2022
Q1 		$118K Buy
+12,474
New +$143K 0.04% 121

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 Wealth Management's SOFI Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its SoFi Technologies (SOFI) stake by 2.1% in Q2 2026, buying an estimated $40.2K and bringing the position to 113,162 shares worth $2.03M. The position accounts for 0.24% of the portfolio, ranked #67.

Capital Advisors Wealth Management first reported a position in SOFI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.88M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Capital Advisors Wealth Management held 113,162 shares of SoFi Technologies worth $2.03M as of Q2 2026.
  • Capital Advisors Wealth Management bought 2,370 SoFi Technologies shares in Q2 2026, an estimated $40.2K.
  • SoFi Technologies made up 0.24% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Capital Advisors Wealth Management first reported a position in SoFi Technologies in Q1 2022 and has held it in 18 quarters since.
  • Capital Advisors Wealth Management's SoFi Technologies position peaked at $2.88M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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