Position in SOFI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,303
+$492 QoQ
Shares Held
240
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#821
of 913 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Capital Analysts, LLC holds $28,933,643 across 8 Credit Services names. SOFI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
57,412 | $19,697,483 | |
| 2 | MA |
Mastercard Inc
|
12,995 | $6,674,231 | |
| 3 | AXP |
American Express Co
|
5,276 | $1,784,606 | |
| 4 | COF |
Capital One Financial Corp
|
2,435 | $488,508 | |
| 5 | SYF |
Synchrony Financial
|
3,516 | $267,391 | |
| 6 | KLAR |
Klarna Group plc
|
447 | $9,047 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
187 | $8,074 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
240 | $4,303 |
All Filings in SOFI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,303 | 240 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3,811 | 240 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $6,283 | 240 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $6,340 | 240 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,370 | 240 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,791 | 240 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1 | 128 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $934 | 128 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1 | 128 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,022 | 128 | Shares | Defined | 2023-11-13 | |
| 2021-12-31 | $3,794 | 240 | Shares | Defined | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||