CoreCap Advisors, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1902501 SOUTHFIELD, MI

Position in SOFI

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$185,772

-$1,381,774 QoQ

Shares Held

10,361

-89.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

of 20 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

CoreCap Advisors, LLC holds $8,123,908 across 17 Credit Services names. SOFI ranks #6 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	9,434	$3,191,050
2	V	Visa Inc.	6,268	$2,150,488
3	MA	Mastercard Inc	3,407	$1,749,835
4	COF	Capital One Financial Corp	1,278	$256,392
5	PYPL	PayPal Holdings, Inc.	4,429	$191,244
6	SOFI	SoFi Technologies, Inc. This page	10,361	$185,772
7	FCFS	FirstCash Holdings, Inc.	783	$169,378
8	CACC	Credit Acceptance Corp	237	$150,907

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$185,772	10,361	-89.5%	Shares	Sole	2026-07-06
2026-03-31	$1,567,546	98,712	+364.2%	Shares	Sole	2026-04-07
2025-12-31	$556,770	21,267	+14.6%	Shares	Sole	2026-01-13
2025-09-30	$490,408	18,562	+40.6%	Shares	Sole	2025-10-22
2025-06-30	$240,481	13,206	-5.2%	Shares	Sole	2025-08-14
2025-03-31	$162,029	13,932	-17.5%	Shares	Sole	2025-05-09
2024-12-31	$260,090	16,889	+105.7%	Shares	Sole	2025-02-14
2024-09-30	$64,546	8,212	+30.5%	Shares	Sole	2024-11-08
2024-06-30	$41,609	6,295	-73.6%	Shares	Sole	2024-08-08
2024-03-31	$174,287	23,875	+77.0%	Shares	Sole	2024-08-08
2022-12-31	$62,198	13,492	-34.2%	Shares	Sole	2023-02-10
2022-09-30	$100,000	20,492	+48.4%	Shares	Sole	2023-02-10
2022-06-30	$72,757	13,806	+135.0%	Shares	Sole	2022-08-11
2021-12-31	$92,883	5,875	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.