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CAPTRUST FINANCIAL ADVISORS: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on SOFI, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 87,980 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,980 shares
    Change vs previous 13F -16,108 shares

    <0.01% of the 13F portfolio, value $1,577,476.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 104,088 shares
    Change vs previous 13F +39,419 shares

    <0.01% of the 13F portfolio, value $1,652,608.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 64,669 shares
    Change vs previous 13F +9,044 shares

    <0.01% of the 13F portfolio, value $1,693,034.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,625 shares
    Change vs previous 13F +14,395 shares

    <0.01% of the 13F portfolio, value $1,469,612.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,230 shares
    Change vs previous 13F +4,877 shares

    <0.01% of the 13F portfolio, value $750,798.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,353 shares
    Change vs previous 13F -2,100 shares

    <0.01% of the 13F portfolio, value $422,786.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,453 shares
    Change vs previous 13F +8,814 shares

    <0.01% of the 13F portfolio, value $592,176.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,639 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $232,964.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).