Capital Advisors, Ltd. LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1597878 SHAKER HEIGHTS, OH

Position in SOFI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$29,548

+$3,378 QoQ

Shares Held

1,648

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#716

of 913 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $3,570,359 across 17 Credit Services names. SOFI ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,781	$1,297,223
2	MA	Mastercard Inc	2,369	$1,216,718
3	COF	Capital One Financial Corp	2,263	$454,003
4	AXP	American Express Co	1,295	$438,033
5	AFRM	Affirm Holdings, Inc.	489	$39,877
6	SOFI	SoFi Technologies, Inc. This page	1,648	$29,548
7	SLM	SLM Corp	913	$23,683
8	FCFS	FirstCash Holdings, Inc.	97	$20,983

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,548	1,648	0.0%	Shares	Sole	2026-07-16
2026-03-31	$26,170	1,648	-0.1%	Shares	Sole	2026-04-16
2025-12-31	$43,197	1,650	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$43,540	1,648	0.0%	Shares	Sole	2025-10-16
2025-06-30	$30,010	1,648	+2.1%	Shares	Sole	2025-07-24
2025-03-31	$18,770	1,614	0.0%	Shares	Sole	2025-04-15
2024-12-31	$24,855	1,614	0.0%	Shares	Sole	2025-02-04
2024-09-30	$12,686	1,614	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$10,655	1,612	-32.4%	Shares	Sole	2024-07-25
2024-03-31	$17,417	2,386	+53.4%	Shares	Sole	2024-04-18
2023-12-31	$15,472	1,555	0.0%	Shares	Sole	2024-02-02
2023-09-30	$12,424	1,555	0.0%	Shares	Sole	2023-10-27
2023-06-30	$12,968	1,555	+8084.2%	Shares	Sole	2023-07-26
2022-09-30	$92	19	—	Shares	Sole	2022-11-09
No filing history on record for this holder in this stock.