Capital Investment Advisory Services’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
Capital Investment Advisory Services's SOFI Position: Q2 2026 in Review
Capital Investment Advisory Services opened a new position in SoFi Technologies (SOFI) in Q2 2026: 14,524 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #631 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in SOFI as recently as Q2 2024.
Capital Investment Advisory Services first reported a position in SOFI in Q2 2024 and has held it in 2 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.
- Capital Investment Advisory Services held 14,524 shares of SoFi Technologies worth $260K as of Q2 2026.
- SoFi Technologies was a new Capital Investment Advisory Services position in Q2 2026.
- SoFi Technologies made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #631 holding.
- Capital Investment Advisory Services first reported a position in SoFi Technologies in Q2 2024 and has held it in 2 quarters since.
- 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.
Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.