Bank Julius Baer & Co
SOFI icon

Bank Julius Baer & Co’s SoFi Technologies SOFI Stock Holding History

Bank Julius Baer & Co’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 		$14.4K Sell
800
-229,849
-100% -$3.89M ﹤0.01% 627
2026
Q1 		$3.54M Buy
230,649
+229,849
+28,731% +$4.85M 0.01% 265
2025
Q4 		$20.9K Sell
800
-1
-0.1% -$28 ﹤0.01% 612
2025
Q3 		$21.2K Hold
801
– – ﹤0.01% 626
2025
Q2 		$14.6K Buy
801
+2
+0.3% +$26 ﹤0.01% 579
2025
Q1 		$9.29K Buy
799
+76
+11% +$1.09K ﹤0.01% 586
2024
Q4 		$12.3K Buy
723
+50
+7% +$649 ﹤0.01% 606
2024
Q3 		$6.27K Sell
673
-47
-7% -$342 ﹤0.01% 501
2024
Q2 		$5.29K Sell
720
-79
-10% -$557 ﹤0.01% 482
2024
Q1 		$5.83K Sell
799
-1
-0.1% -$8 ﹤0.01% 518
2023
Q4 		$7.96K Sell
800
-9
-1% -$72 ﹤0.01% 528
2023
Q3 		$6K Buy
809
+21
+3% +$185 ﹤0.01% 515
2023
Q2 		$7K Buy
788
+35
+5% +$228 ﹤0.01% 549
2023
Q1 		$5K Sell
753
-10,004
-93% -$60.7K ﹤0.01% 578
2022
Q4 		$50K Buy
10,757
+9,966
+1,260% +$49.4K ﹤0.01% 507
2022
Q3 		$4K Sell
791
-14
-2% -$89 ﹤0.01% 565
2022
Q2 		$4K Buy
+805
New +$5.44K ﹤0.01% 592
2022
Q1 		– Sell
-18,200
Closed -$288K – 774
2021
Q4 		$288K Sell
18,200
-1
-0% -$18 ﹤0.01% 491
2021
Q3 		$289K Buy
+18,201
New +$285K ﹤0.01% 507

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

Bank Julius Baer & Co's SOFI Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its SoFi Technologies (SOFI) stake by 100% in Q2 2026, selling an estimated $3.89M and leaving 800 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Bank Julius Baer & Co first reported a position in SOFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.54M in Q1 2026. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Bank Julius Baer & Co held 800 shares of SoFi Technologies worth $14.4K as of Q2 2026.
  • Bank Julius Baer & Co sold 229,849 SoFi Technologies shares in Q2 2026, an estimated $3.89M.
  • SoFi Technologies made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #627 holding.
  • Bank Julius Baer & Co first reported a position in SoFi Technologies in Q3 2021 and has held it in 19 quarters since.
  • Bank Julius Baer & Co's SoFi Technologies position peaked at $3.54M in Q1 2026.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.