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Capital Analysts LLC’s SoFi Technologies SOFI Stock Holding History

Capital Analysts LLC’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 		$4K Hold
240
– – ﹤0.01% 1426
2026
Q1 		$4K Hold
240
– – ﹤0.01% 1400
2025
Q4 		$6K Hold
240
– – ﹤0.01% 1327
2025
Q3 		$6K Hold
240
– – ﹤0.01% 1286
2025
Q2 		$4K Hold
240
– – ﹤0.01% 1279
2025
Q1 		$3K Buy
+240
New +$3.46K ﹤0.01% 1294
2024
Q3 		– Sell
-128
Closed -$1K – 1359
2024
Q2 		$1K Hold
128
– – ﹤0.01% 1184
2024
Q1 		$1K Hold
128
– – ﹤0.01% 1097
2023
Q4 		$1K Hold
128
– – ﹤0.01% 1077
2023
Q3 		$1K Buy
+128
New +$1.13K ﹤0.01% 1142
2022
Q1 		– Sell
-240
Closed -$4K – 1025
2021
Q4 		$4K Buy
+240
New +$4.41K ﹤0.01% 912

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 Analysts LLC's SOFI Position: Q2 2026 in Review

Capital Analysts LLC held its SoFi Technologies (SOFI) position steady in Q2 2026 at 240 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Capital Analysts LLC first reported a position in SOFI in Q4 2021 and has held it in 11 quarters since. The position peaked at $6K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Capital Analysts LLC held 240 shares of SoFi Technologies worth $4K as of Q2 2026.
  • Capital Analysts LLC left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1426 holding.
  • Capital Analysts LLC first reported a position in SoFi Technologies in Q4 2021 and has held it in 11 quarters since.
  • Capital Analysts LLC's SoFi Technologies position peaked at $6K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.