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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
Q2 		$383K Hold
21,339
– – 0.01% 342
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Calamos Wealth Management's SOFI Position: Q2 2026 in Review

Calamos Wealth Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 21,339 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #342.

Calamos Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $563K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Calamos Wealth Management held 21,339 shares of SoFi Technologies worth $383K as of Q2 2026.
  • Calamos Wealth Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Calamos Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Calamos Wealth Management's SoFi Technologies position peaked at $563K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.