SBI Securities’s Volato Group SOAR Stock Holding History

SBI Securities’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
2026 Q2	$20	Buy	125 +124	+12,400%	+$26	﹤0.01%	3847
2026 Q1	$0	Buy	+1	New	–	﹤0.01%	4146
2025 Q1	–	Hold	0	–	-$1	–	4197
2024 Q4	–	Hold	0	–	–	–	4080

Other funds holding SOAR

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SBI Securities's SOAR Position: Q2 2026 in Review

SBI Securities increased its Volato Group (SOAR) stake by 12,400% in Q2 2026, buying an estimated $26 and bringing the position to 125 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #3847.

SBI Securities first reported a position in SOAR in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold SOAR as of Q2 2026.

SBI Securities held 125 shares of Volato Group worth $20 as of Q2 2026.
SBI Securities bought 124 Volato Group shares in Q2 2026, an estimated $26.
Volato Group made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3847 holding.
SBI Securities first reported a position in Volato Group in Q1 2026 and has held it in 2 quarters since.
12 funds tracked by Wall St. Rank held Volato Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.