First Capital Advisors Group’s SoFi Technologies SOFI Stock Holding History

First Capital Advisors Group’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
2023 Q2	$144K	Hold	17,313	–	–	0.08%	177
2023 Q1	$105K	Buy	17,313 +3,150	+22%	+$19.1K	0.07%	152
2022 Q4	$65.3K	Hold	14,163	–	–	0.04%	171
2022 Q3	$69K	Hold	14,163	–	–	0.06%	155
2022 Q2	$75K	Buy	+14,163	New	+$95.7K	0.05%	165

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Capital Advisors Group's SOFI Position: Q2 2023 in Review

First Capital Advisors Group held its SoFi Technologies (SOFI) position steady in Q2 2023 at 17,313 shares worth $144K. The position accounts for 0.08% of the portfolio, ranked #177.

First Capital Advisors Group first reported a position in SOFI in Q2 2022 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

First Capital Advisors Group held 17,313 shares of SoFi Technologies worth $144K as of Q2 2023.
First Capital Advisors Group left its SoFi Technologies share count unchanged in Q2 2023.
SoFi Technologies made up 0.08% of First Capital Advisors Group's portfolio in Q2 2023, its #177 holding.
First Capital Advisors Group first reported a position in SoFi Technologies in Q2 2022 and has held it in 5 quarters since.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.