Callan Family Office, LLC
Family OfficePosition in SOFI — SoFi Technologies, Inc.
CIK 1938970
RADNOR, PA
Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$550,002
+$96,216 QoQ
Shares Held
30,675
+7.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#423
of 913 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $101,628,824 across 16 Credit Services names. SOFI ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
141,136 | $48,422,350 | |
| 2 | MA |
Mastercard Inc
|
46,509 | $23,887,022 | |
| 3 | COF |
Capital One Financial Corp
|
66,417 | $13,324,578 | |
| 4 | AXP |
American Express Co
|
29,646 | $10,027,759 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
5,229 | $1,131,137 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
18,926 | $817,224 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
12,943 | $789,134 | |
| 8 | SYF |
Synchrony Financial
|
9,397 | $714,641 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,002 | 30,675 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $453,786 | 28,576 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $843,048 | 32,202 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $739,812 | 28,002 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $544,278 | 29,889 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||