Prime Capital Investment Advisors, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1731446 OVERLAND PARK, KS

Position in SOFI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$310,242

+$57,417 QoQ

Shares Held

17,303

+8.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#531

of 913 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prime Capital Investment Advisors, LLC holds $72,820,379 across 11 Credit Services names. SOFI ranks #8 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	89,684	$30,769,683
2	AXP	American Express Co	65,919	$22,297,101
3	MA	Mastercard Inc	31,749	$16,306,286
4	COF	Capital One Financial Corp	6,456	$1,295,202
5	SYF	Synchrony Financial	5,730	$435,766
6	PYPL	PayPal Holdings, Inc.	8,950	$386,461
7	UPST	Upstart Holdings, Inc.	8,945	$316,921
8	SOFI	SoFi Technologies, Inc. This page	17,303	$310,242

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,242	17,303	+8.7%	Shares	Sole	2026-08-05
2026-03-31	$252,825	15,921	+20.3%	Shares	Sole	2026-05-08
2025-12-31	$346,544	13,237	+18.3%	Shares	Sole	2026-01-21
2025-09-30	$295,719	11,193	-53.2%	Shares	Sole	2025-11-05
2025-03-31	$278,422	23,940	+119.7%	Shares	Sole	2025-05-13
2024-03-31	$79,548	10,897	-14.1%	Shares	Sole	2024-05-15
2023-12-31	$126,285	12,692	+22.9%	Shares	Sole	2024-01-24
2023-09-30	$82,544	10,331	-5.3%	Shares	Sole	2023-11-09
2023-06-30	$90,989	10,910	+6.5%	Shares	Sole	2023-08-08
2022-12-31	$47,211	10,241	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.