EDRH
SOFI icon

Edmond de Rothschild Holding’s SoFi Technologies SOFI Stock Holding History

Edmond de Rothschild Holding’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
Q1 		– Sell
-3,370
Closed -$88.2K – 583
2025
Q4 		$88.2K Hold
3,370
– – ﹤0.01% 432
2025
Q3 		$89K Hold
3,370
– – ﹤0.01% 435
2025
Q2 		$61.4K Hold
3,370
– – ﹤0.01% 439
2025
Q1 		$39.2K Buy
+3,370
New +$48.6K ﹤0.01% 478

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Edmond de Rothschild Holding's SOFI Position: Q1 2026 in Review

Edmond de Rothschild Holding sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 3,370 shares — an estimated $88.2K sold.

Edmond de Rothschild Holding first reported a position in SOFI in Q1 2025 and held it in 4 quarters. The position peaked at $89K in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Edmond de Rothschild Holding reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 3,370 SoFi Technologies shares in Q1 2026, an estimated $88.2K.
  • Edmond de Rothschild Holding first reported a position in SoFi Technologies in Q1 2025 and held it in 4 quarters.
  • Edmond de Rothschild Holding's SoFi Technologies position peaked at $89K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.