Vontobel Holding
SOFI icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Vontobel Holding's SOFI Position: Q1 2026 in Review

Vontobel Holding increased its SoFi Technologies (SOFI) stake by 257% in Q1 2026, buying an estimated $4.12M and bringing the position to 271,273 shares worth $4.31M. The position accounts for 0.01% of the portfolio, ranked #393.

Vontobel Holding first reported a position in SOFI in Q4 2021 and has held it in 18 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Vontobel Holding held 271,273 shares of SoFi Technologies worth $4.31M as of Q1 2026.
  • Vontobel Holding bought 195,322 SoFi Technologies shares in Q1 2026, an estimated $4.12M.
  • SoFi Technologies made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #393 holding.
  • Vontobel Holding first reported a position in SoFi Technologies in Q4 2021 and has held it in 18 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.