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Leonteq Securities AG’s SoFi Technologies SOFI Stock Holding History

Leonteq Securities AG’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 		$1.81M Buy
101,166
+27,614
+38% +$468K 0.06% 186
2026
Q1 		$1.17M Buy
73,552
+57,904
+370% +$1.22M 0.04% 270
2025
Q4 		$410K Sell
15,648
-4,522
-22% -$126K 0.01% 500
2025
Q3 		$533K Buy
20,170
+2,670
+15% +$63.4K 0.02% 401
2025
Q2 		$319K Sell
17,500
-500
-3% -$6.59K 0.01% 466
2025
Q1 		$209K Sell
18,000
-2,900
-14% -$41.8K 0.01% 538
2024
Q4 		$322K Buy
20,900
+10,900
+109% +$142K 0.02% 442
2024
Q3 		$78.6K Hold
10,000
– – 0.01% 667
2024
Q2 		$66.1K Buy
+10,000
New +$70.5K ﹤0.01% 708
2023
Q2 		– Sell
-1,920
Closed -$12.5K – 1309
2023
Q1 		$11.7K Hold
1,920
– – ﹤0.01% 998
2022
Q4 		$8.85K Buy
1,920
+1,100
+134% +$5.46K ﹤0.01% 1076
2022
Q3 		$4K Buy
+820
New +$5.19K ﹤0.01% 1143

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

Leonteq Securities AG's SOFI Position: Q2 2026 in Review

Leonteq Securities AG increased its SoFi Technologies (SOFI) stake by 38% in Q2 2026, buying an estimated $468K and bringing the position to 101,166 shares worth $1.81M. The position accounts for 0.06% of the portfolio, ranked #186.

Leonteq Securities AG first reported a position in SOFI in Q3 2022 and has held it in 12 quarters since. 914 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Leonteq Securities AG held 101,166 shares of SoFi Technologies worth $1.81M as of Q2 2026.
  • Leonteq Securities AG bought 27,614 SoFi Technologies shares in Q2 2026, an estimated $468K.
  • SoFi Technologies made up 0.06% of Leonteq Securities AG's portfolio in Q2 2026, its #186 holding.
  • Leonteq Securities AG first reported a position in SoFi Technologies in Q3 2022 and has held it in 12 quarters since.
  • 914 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.