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Callan Family Office’s SoFi Technologies SOFI Stock Holding History

Callan Family Office’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 		$550K Buy
30,675
+2,099
+7% +$35.6K 0.01% 784
2026
Q1 		$454K Sell
28,576
-3,626
-11% -$76.4K 0.01% 798
2025
Q4 		$843K Buy
32,202
+4,200
+15% +$117K 0.02% 599
2025
Q3 		$740K Sell
28,002
-1,887
-6% -$44.8K 0.02% 435
2025
Q2 		$544K Buy
+29,889
New +$394K 0.02% 561

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

Callan Family Office's SOFI Position: Q2 2026 in Review

Callan Family Office increased its SoFi Technologies (SOFI) stake by 7.3% in Q2 2026, buying an estimated $35.6K and bringing the position to 30,675 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #784.

Callan Family Office first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $843K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Callan Family Office held 30,675 shares of SoFi Technologies worth $550K as of Q2 2026.
  • Callan Family Office bought 2,099 SoFi Technologies shares in Q2 2026, an estimated $35.6K.
  • SoFi Technologies made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #784 holding.
  • Callan Family Office first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's SoFi Technologies position peaked at $843K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.