Vontobel Holding’s ProShares Short S&P500 SH Stock Holding History

Vontobel Holding’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.22M	Buy	158,166 +69,842	+79%	+$2.39M	0.02%	442
2026 Q1	$3.35M	Buy	88,324 +80,824	+1,078%	+$2.94M	0.01%	441
2025 Q4	$270K	Hold	7,500	–	–	﹤0.01%	1203
2025 Q3	$277K	Buy	+7,500	New	+$289K	﹤0.01%	1129
2023 Q4	–	Sell	-5,000	Closed	-$289K	–	1161
2023 Q3	$289K	Buy	+5,000	New	+$279K	﹤0.01%	900
2022 Q2	–	Sell	-2,625	Closed	-$148K	–	1114
2022 Q1	$148K	Buy	+2,625	New	+$152K	﹤0.01%	1016
2021 Q4	–	Sell	-1,500	Closed	-$91K	–	1193
2021 Q3	$91K	Hold	1,500	–	–	﹤0.01%	1106
2021 Q2	$92K	Hold	1,500	–	–	﹤0.01%	1089
2021 Q1	$101K	Sell	1,500 -1,250	-45%	-$86.8K	﹤0.01%	945
2020 Q4	$198K	Buy	+2,750	New	+$210K	﹤0.01%	905

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Vontobel Holding's SH Position: Q2 2026 in Review

Vontobel Holding increased its ProShares Short S&P500 (SH) stake by 79% in Q2 2026, buying an estimated $2.39M and bringing the position to 158,166 shares worth $5.22M. The position accounts for 0.02% of the portfolio, ranked #442.

Vontobel Holding first reported a position in SH in Q4 2020 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

Vontobel Holding held 158,166 shares of ProShares Short S&P500 worth $5.22M as of Q2 2026.
Vontobel Holding bought 69,842 ProShares Short S&P500 shares in Q2 2026, an estimated $2.39M.
ProShares Short S&P500 made up 0.02% of Vontobel Holding's portfolio in Q2 2026, its #442 holding.
Vontobel Holding first reported a position in ProShares Short S&P500 in Q4 2020 and has held it in 10 quarters since.
116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.