Capital Advantage, Inc.

SEC CIK: 0001628896
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

SOFI holding history

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

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2025

Holdings of SOFI by Capital Advantage, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−35,506−100.0%	Sold out	Holders
Q1 2026	35,506	$563.8K	0.1%	+3,575+11.2%	Added	Holders
Q4 2025	31,931	$836.0K	0.1%	+31,931	New	Holders