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 		– Sell
-111,100
Closed -$2.91M – 1464
2025
Q4 		$2.91M Buy
111,100
+97,700
+729% +$2.72M 0.01% 491
2025
Q3 		$354K Buy
+13,400
New +$318K ﹤0.01% 1049

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.