Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$337,084
+$104,871 QoQ
Shares Held
18,800
+28.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#518
of 913 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Capital Investment Advisors, LLC holds $97,458,633 across 6 Credit Services names. SOFI ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
174,409 | $58,993,844 | |
| 2 | V |
Visa Inc.
|
81,596 | $27,994,771 | |
| 3 | MA |
Mastercard Inc
|
16,060 | $8,248,416 | |
| 4 | COF |
Capital One Financial Corp
|
6,705 | $1,345,157 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
12,491 | $539,361 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
18,800 | $337,084 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,084 | 18,800 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $232,213 | 14,623 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $393,851 | 15,044 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $253,262 | 9,586 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||