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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings

Shares (Q2 2026)
87,980
Value
$1.58M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of SOFI by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202687,980$1.58M<0.1%−16,108−15.5%ReducedHolders
Q1 2026104,088$1.65M<0.1%+39,419+61.0%AddedHolders
Q4 202564,669$1.69M<0.1%+9,044+16.3%AddedHolders
Q3 202555,625$1.47M<0.1%+14,395+34.9%AddedHolders
Q2 202541,230$750.8K<0.1%+4,877+13.4%AddedHolders
Q1 202536,353$422.8K<0.1%−2,100−5.5%ReducedHolders
Q4 202438,453$592.2K<0.1%+8,814+29.7%AddedHolders
Q3 202429,639$233.0K<0.1%+809+2.8%AddedHolders
Q2 202428,830$190.6K<0.1%+4,690+19.4%AddedHolders
Q1 202424,140$176.2K<0.1%−32,274−57.2%ReducedHolders
Q4 202356,414$561.3K<0.1%+24,421+76.3%AddedHolders
Q3 202331,993$228.5K<0.1%+10,042+45.7%AddedHolders
Q2 202321,951$183.1K<0.1%−5,865−21.1%ReducedHolders
Q1 202327,816$168.8K<0.1%+2,037+7.9%AddedHolders
Q4 202225,779$118.8K<0.1%−23,627−47.8%ReducedHolders
Q3 202249,406$241.0K<0.1%+1,646+3.4%AddedHolders
Q2 202247,760$252.0K<0.1%+18,054+60.8%AddedHolders
Q1 202229,706$281.0K<0.1%+14,490+95.2%AddedHolders
Q4 202115,216$241.0K<0.1%+12,829+537.5%AddedHolders
Q3 20212,387$38.0K<0.1%−175−6.8%ReducedHolders
Q2 20212,562$49.0K<0.1%+2,562NewHolders