Capital Investment Advisory Services, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1659203
RALEIGH, NC
Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$260,415
+$179,410 QoQ
Shares Held
14,524
+18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#570
of 913 holders
Holding Since
Jun 2024
2 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 Investment Advisory Services, LLC holds $12,892,613 across 7 Credit Services names. SOFI ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
19,892 | $6,824,746 | |
| 2 | MA |
Mastercard Inc
|
3,886 | $1,995,849 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
39,973 | $1,726,034 | |
| 4 | AXP |
American Express Co
|
3,059 | $1,034,706 | |
| 5 | COF |
Capital One Financial Corp
|
3,521 | $706,383 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
5,650 | $344,480 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
14,524 | $260,415 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,415 | 14,524 | Shares | Sole | 2026-07-23 | |
| 2024-06-30 | $81,005 | 12,255 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||