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
2025 Q4	–	Sell	-700	Closed	-$18.5K	–	1519
2025 Q3	$18.5K	Buy	+700	New	+$16.6K	﹤0.01%	1344

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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.