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Sofi Technologies shares owned by Calamos Wealth Management

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Calamos Wealth Management from 13F filings

Historical chart of Calamos Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Calamos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Calamos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $559k 21k 26.18
2025-09-30 $563k 21k 26.42

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Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Ishares Tr Msci Acwi Ex Us (ACWX)
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Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Calamos Wealth Management

Top funds holding Sofi Technologies

Vanguard Group
Susquehanna International
BlackRock
Jane Street
Jpmorgan Chase & Co
D. E. Shaw & Co
Citadel Advisors
UBS Group
State Street Corporation
Geode Capital Management
Royal Bank of Canada
Goldman Sachs Group
Norges Bank Investment Management
Walleye Trading
Barclays

View all funds holding Sofi Technologies