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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
2023
Q4 		– Sell
-60,000
Closed -$479K – 1285
2023
Q3 		$479K Buy
60,000
+30,000
+100% +$264K 0.03% 349
2023
Q2 		$250K Buy
+30,000
New +$196K 0.01% 505

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M 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. 314 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.
  • 314 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.