Neuberger Berman Group
SOAR icon

Neuberger Berman Group’s Volato Group SOAR Stock Holding History

Neuberger Berman Group’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,130
Closed -$6.92K – 2049
2024
Q4 		$6.92K Sell
1,130
-3,504
-76% -$24K ﹤0.01% 1923
2024
Q3 		$45.4K Hold
4,634
– – ﹤0.01% 1876
2024
Q2 		$67.7K Hold
4,634
– – ﹤0.01% 1831
2024
Q1 		$411K Sell
4,634
-4,634
-50% -$388K ﹤0.01% 1552
2023
Q4 		$875K Buy
+9,268
New +$2.2M ﹤0.01% 1529

Other funds holding SOAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Neuberger Berman Group's SOAR Position: Q1 2025 in Review

Neuberger Berman Group sold out of Volato Group (SOAR) in Q1 2025, closing a stake of 1,130 shares — an estimated $6.92K sold.

Neuberger Berman Group first reported a position in SOAR in Q4 2023 and held it in 5 quarters. The position peaked at $875K in Q4 2023. 12 funds tracked by Wall St. Rank hold SOAR as of Q1 2025.

  • Neuberger Berman Group reported no remaining Volato Group position as of Q1 2025 after selling out during the quarter.
  • Neuberger Berman Group sold 1,130 Volato Group shares in Q1 2025, an estimated $6.92K.
  • Neuberger Berman Group first reported a position in Volato Group in Q4 2023 and held it in 5 quarters.
  • Neuberger Berman Group's Volato Group position peaked at $875K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Volato Group as of Q1 2025.

Based on Neuberger Berman Group's 13F filing for Q1 2025, filed 13 May 2025.