Vontobel Holding
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Vontobel Holding’s SoFi Technologies SOFI Stock Holding History

Vontobel Holding’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 		$7.7M Buy
429,171
+157,898
+58% +$2.68M 0.02% 359
2026
Q1 		$4.31M Buy
271,273
+195,322
+257% +$4.12M 0.01% 393
2025
Q4 		$1.99M Buy
75,951
+29,480
+63% +$821K 0.01% 583
2025
Q3 		$1.23M Sell
46,471
-25,271
-35% -$600K ﹤0.01% 664
2025
Q2 		$1.31M Sell
71,742
-76,213
-52% -$1.01M ﹤0.01% 608
2025
Q1 		$1.72M Buy
147,955
+45,594
+45% +$657K 0.01% 473
2024
Q4 		$1.58M Sell
102,361
-97,214
-49% -$1.26M 0.01% 485
2024
Q3 		$1.57M Buy
199,575
+10,338
+5% +$75.1K 0.01% 502
2024
Q2 		$1.25M Buy
189,237
+12,984
+7% +$91.6K ﹤0.01% 527
2024
Q1 		$1.29M Sell
176,253
-3,472
-2% -$27.6K 0.01% 520
2023
Q4 		$1.79M Buy
179,725
+25,765
+17% +$205K 0.02% 453
2023
Q3 		$1.23M Sell
153,960
-63,500
-29% -$558K 0.01% 537
2023
Q2 		$1.81M Sell
217,460
-64,639
-23% -$421K 0.02% 460
2023
Q1 		$1.71M Sell
282,099
-79,385
-22% -$481K 0.02% 453
2022
Q4 		$1.58M Buy
361,484
+84,103
+30% +$417K 0.02% 466
2022
Q3 		$1.34M Buy
277,381
+9,040
+3% +$57.2K 0.02% 482
2022
Q2 		$1.49M Buy
268,341
+122,087
+83% +$825K 0.02% 445
2022
Q1 		$1.43M Buy
146,254
+46,935
+47% +$539K 0.01% 515
2021
Q4 		$1.58M Buy
+99,319
New +$1.82M 0.01% 513

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

Vontobel Holding's SOFI Position: Q2 2026 in Review

Vontobel Holding increased its SoFi Technologies (SOFI) stake by 58% in Q2 2026, buying an estimated $2.68M and bringing the position to 429,171 shares worth $7.7M. The position accounts for 0.02% of the portfolio, ranked #359.

Vontobel Holding first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Vontobel Holding held 429,171 shares of SoFi Technologies worth $7.7M as of Q2 2026.
  • Vontobel Holding bought 157,898 SoFi Technologies shares in Q2 2026, an estimated $2.68M.
  • SoFi Technologies made up 0.02% of Vontobel Holding's portfolio in Q2 2026, its #359 holding.
  • Vontobel Holding first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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