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J. Safra Sarasin Holding’s SoFi Technologies SOFI Stock Holding History

J. Safra Sarasin 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
Q2 		$3.29M Buy
+183,584
New +$3.11M 0.05% 196
2025
Q3 		– Sell
-12,500
Closed -$228K – 538
2025
Q2 		$228K Buy
+12,500
New +$165K ﹤0.01% 467

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 $3.38T 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
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

J. Safra Sarasin Holding's SOFI Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in SoFi Technologies (SOFI) in Q2 2026: 183,584 shares worth $3.29M. The stake represents 0.05% of the portfolio and ranks #196 among its holdings. This is a return to the name: J. Safra Sarasin Holding previously reported a position in SOFI as recently as Q2 2025.

J. Safra Sarasin Holding first reported a position in SOFI in Q2 2025 and has held it in 2 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • J. Safra Sarasin Holding held 183,584 shares of SoFi Technologies worth $3.29M as of Q2 2026.
  • SoFi Technologies was a new J. Safra Sarasin Holding position in Q2 2026.
  • SoFi Technologies made up 0.05% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #196 holding.
  • J. Safra Sarasin Holding first reported a position in SoFi Technologies in Q2 2025 and has held it in 2 quarters since.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.