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Capital Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Capital Investment Advisors’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 		$337K Buy
18,800
+4,177
+29% +$70.8K ﹤0.01% 613
2026
Q1 		$232K Sell
14,623
-421
-3% -$8.87K ﹤0.01% 675
2025
Q4 		$394K Buy
15,044
+5,458
+57% +$152K 0.01% 526
2025
Q3 		$253K Buy
+9,586
New +$227K ﹤0.01% 637

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 $3.38T AUM 44.17% 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 Investment Advisors's SOFI Position: Q2 2026 in Review

Capital Investment Advisors increased its SoFi Technologies (SOFI) stake by 29% in Q2 2026, buying an estimated $70.8K and bringing the position to 18,800 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Capital Investment Advisors first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $394K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Capital Investment Advisors held 18,800 shares of SoFi Technologies worth $337K as of Q2 2026.
  • Capital Investment Advisors bought 4,177 SoFi Technologies shares in Q2 2026, an estimated $70.8K.
  • SoFi Technologies made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #613 holding.
  • Capital Investment Advisors first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Capital Investment Advisors's SoFi Technologies position peaked at $394K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.