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Calton & Associates’s SoFi Technologies SOFI Stock Holding History

Calton & Associates’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 		$346K Buy
19,280
+748
+4% +$12.7K 0.05% 282
2026
Q1 		$294K Sell
18,532
-1,659
-8% -$35K 0.04% 325
2025
Q4 		$529K Sell
20,191
-10
-0% -$279 0.08% 242
2025
Q3 		$534K Sell
20,201
-1,949
-9% -$46.2K 0.08% 225
2025
Q2 		$403K Sell
22,150
-451
-2% -$5.95K 0.07% 238
2025
Q1 		$263K Buy
22,601
+4,751
+27% +$68.5K 0.06% 261
2024
Q4 		$275K Sell
17,850
-22,590
-56% -$293K 0.12% 157
2024
Q3 		$318K Buy
40,440
+10,090
+33% +$73.3K 0.12% 161
2024
Q2 		$201K Buy
30,350
+3,000
+11% +$21.2K 0.1% 180
2024
Q1 		$200K Buy
27,350
+3,830
+16% +$30.4K 0.1% 184
2023
Q4 		$234K Buy
23,520
+3,520
+18% +$28K 0.09% 203
2023
Q3 		$160K Sell
20,000
-2,350
-11% -$20.7K 0.23% 93
2023
Q2 		$186K Sell
22,350
-10,670
-32% -$69.6K 0.09% 198
2023
Q1 		$200K Sell
33,020
-3,330
-9% -$20.2K 0.09% 212
2022
Q4 		$168K Buy
36,350
+21,350
+142% +$106K 0.06% 264
2022
Q3 		$73K Buy
+15,000
New +$94.9K 0.04% 206

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Calton & Associates's SOFI Position: Q2 2026 in Review

Calton & Associates increased its SoFi Technologies (SOFI) stake by 4% in Q2 2026, buying an estimated $12.7K and bringing the position to 19,280 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #282.

Calton & Associates first reported a position in SOFI in Q3 2022 and has held it in 16 quarters since. The position peaked at $534K in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Calton & Associates held 19,280 shares of SoFi Technologies worth $346K as of Q2 2026.
  • Calton & Associates bought 748 SoFi Technologies shares in Q2 2026, an estimated $12.7K.
  • SoFi Technologies made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #282 holding.
  • Calton & Associates first reported a position in SoFi Technologies in Q3 2022 and has held it in 16 quarters since.
  • Calton & Associates's SoFi Technologies position peaked at $534K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.