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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Capital Investment Advisors's SOFI Position: Q1 2026 in Review

Capital Investment Advisors reduced its SoFi Technologies (SOFI) stake by 2.8% in Q1 2026, selling an estimated $8.87K and leaving 14,623 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Capital Investment Advisors first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $394K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Capital Investment Advisors held 14,623 shares of SoFi Technologies worth $232K as of Q1 2026.
  • Capital Investment Advisors sold 421 SoFi Technologies shares in Q1 2026, an estimated $8.87K.
  • SoFi Technologies made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #675 holding.
  • Capital Investment Advisors first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Capital Investment Advisors's SoFi Technologies position peaked at $394K in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.