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LGT Group Foundation’s SoFi Technologies SOFI Stock Holding History

LGT Group Foundation’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 		$10.9M Buy
606,650
+298,550
+97% +$5.06M 0.12% 105
2026
Q1 		$4.89M Buy
+308,100
New +$6.49M 0.06% 120
2022
Q1 		– Sell
-205,521
Closed -$3.25M – 315
2021
Q4 		$3.25M Buy
+205,521
New +$3.77M 0.08% 155

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

LGT Group Foundation's SOFI Position: Q2 2026 in Review

LGT Group Foundation increased its SoFi Technologies (SOFI) stake by 97% in Q2 2026, buying an estimated $5.06M and bringing the position to 606,650 shares worth $10.9M. The position accounts for 0.12% of the portfolio, ranked #105.

LGT Group Foundation first reported a position in SOFI in Q4 2021 and has held it in 3 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • LGT Group Foundation held 606,650 shares of SoFi Technologies worth $10.9M as of Q2 2026.
  • LGT Group Foundation bought 298,550 SoFi Technologies shares in Q2 2026, an estimated $5.06M.
  • SoFi Technologies made up 0.12% of LGT Group Foundation's portfolio in Q2 2026, its #105 holding.
  • LGT Group Foundation first reported a position in SoFi Technologies in Q4 2021 and has held it in 3 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.