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Calamos Wealth Management’s SoFi Technologies SOFI Stock Holding History

Calamos Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$339K Hold
21,339
– – 0.01% 345
2025
Q4 		$559K Buy
21,339
+39
+0.2% +$1.09K 0.02% 258
2025
Q3 		$563K Buy
+21,300
New +$505K 0.02% 249

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Calamos Wealth Management's SOFI Position: Q1 2026 in Review

Calamos Wealth Management held its SoFi Technologies (SOFI) position steady in Q1 2026 at 21,339 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #345.

Calamos Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $563K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Calamos Wealth Management held 21,339 shares of SoFi Technologies worth $339K as of Q1 2026.
  • Calamos Wealth Management left its SoFi Technologies share count unchanged in Q1 2026.
  • SoFi Technologies made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #345 holding.
  • Calamos Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Calamos Wealth Management's SoFi Technologies position peaked at $563K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.