CAPITAL ADVISORS INC/OK

Position in SOFI — SoFi Technologies, Inc.

CIK 860828 TULSA, OK

Position in SOFI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$507,849

+$67,831 QoQ

Shares Held

28,324

+2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#441

of 912 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CAPITAL ADVISORS INC/OK holds $52,753,815 across 6 Credit Services names. SOFI ranks #3 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	145,943	$50,071,583
2	MA	Mastercard Inc	2,161	$1,109,889
3	SOFI	SoFi Technologies, Inc. This page	28,324	$507,849
4	AXP	American Express Co	1,242	$420,106
5	AFRM	Affirm Holdings, Inc.	4,497	$366,730
6	COF	Capital One Financial Corp	1,384	$277,658

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$507,849	28,324	+2.2%	Shares	Sole	2026-07-23
2026-03-31	$440,018	27,709	+21.5%	Shares	Sole	2026-04-27
2025-12-31	$597,244	22,813	+23.6%	Shares	Sole	2026-01-15
2025-09-30	$487,633	18,457	+6.1%	Shares	Sole	2025-10-21
2025-06-30	$316,890	17,402	+30.2%	Shares	Sole	2025-07-22
2025-03-31	$155,388	13,361	+0.8%	Shares	Sole	2025-04-29
2024-12-31	$204,065	13,251	+29.3%	Shares	Sole	2025-01-29
2024-09-30	$80,565	10,250	-15.3%	Shares	Sole	2024-10-28
2024-06-30	$79,954	12,096	-62.1%	Shares	Sole	2024-07-31
2024-03-31	$102,340	31,896	+161.5%	Shares	Sole	2024-04-29
2023-12-31	$121,350	12,196	0.0%	Shares	Sole	2024-01-29
2023-09-30	$97,446	12,196	+2.1%	Shares	Sole	2023-10-24
2023-06-30	$99,629	11,946	+1.7%	Shares	Sole	2023-07-18
2023-03-31	$71,298	11,746	—	Shares	Sole	2023-04-19
No filing history on record for this holder in this stock.