Zurich Cantonal Bank
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Zurich Cantonal Bank’s SoFi Technologies SOFI Stock Holding History

Zurich Cantonal Bank’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 		$15.7M Sell
877,899
-92,089
-9% -$1.56M 0.03% 405
2026
Q1 		$15.4M Buy
969,988
+85,903
+10% +$1.81M 0.03% 401
2025
Q4 		$23.1M Buy
884,085
+610,897
+224% +$17M 0.05% 297
2025
Q3 		$7.22M Sell
273,188
-36,589
-12% -$868K 0.02% 524
2025
Q2 		$5.64M Buy
309,777
+33,165
+12% +$437K 0.01% 563
2025
Q1 		$3.22M Sell
276,612
-278
-0.1% -$4.01K 0.01% 684
2024
Q4 		$4.26M Buy
276,890
+46,063
+20% +$598K 0.01% 636
2024
Q3 		$1.81M Buy
230,827
+7,928
+4% +$57.6K 0.01% 828
2024
Q2 		$1.47M Buy
222,899
+29,604
+15% +$209K ﹤0.01% 876
2024
Q1 		$1.41M Sell
193,295
-1,540
-0.8% -$12.2K ﹤0.01% 887
2023
Q4 		$1.94M Buy
194,835
+17,865
+10% +$142K 0.01% 747
2023
Q3 		$1.41M Buy
176,970
+40,020
+29% +$352K 0.01% 819
2023
Q2 		$1.14M Buy
136,950
+39,730
+41% +$259K 0.01% 885
2023
Q1 		$590K Sell
97,220
-2,008
-2% -$12.2K ﹤0.01% 1200
2022
Q4 		$457K Buy
99,228
+27,120
+38% +$135K ﹤0.01% 1304
2022
Q3 		$352K Hold
72,108
– – ﹤0.01% 1409
2022
Q2 		$380K Buy
+72,108
New +$487K ﹤0.01% 1397
2022
Q1 		– Sell
-119,494
Closed -$1.89M – 2829
2021
Q4 		$1.89M Buy
+119,494
New +$2.19M 0.01% 764

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

Zurich Cantonal Bank's SOFI Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its SoFi Technologies (SOFI) stake by 9.5% in Q2 2026, selling an estimated $1.56M and leaving 877,899 shares worth $15.7M. The position accounts for 0.03% of the portfolio, ranked #405.

Zurich Cantonal Bank first reported a position in SOFI in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.1M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Zurich Cantonal Bank held 877,899 shares of SoFi Technologies worth $15.7M as of Q2 2026.
  • Zurich Cantonal Bank sold 92,089 SoFi Technologies shares in Q2 2026, an estimated $1.56M.
  • SoFi Technologies made up 0.03% of Zurich Cantonal Bank's portfolio in Q2 2026, its #405 holding.
  • Zurich Cantonal Bank first reported a position in SoFi Technologies in Q4 2021 and has held it in 18 quarters since.
  • Zurich Cantonal Bank's SoFi Technologies position peaked at $23.1M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.