Bank Julius Baer & Co. Ltd, Zurich
BankPosition in SOFI — SoFi Technologies, Inc.
CIK 1544599
ZURICH, V8
Position in SOFI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,662,706
+$3,641,762 QoQ
Shares Held
230,649
+28731.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Bank Julius Baer & Co. Ltd, Zurich holds $1,310,360,667 across 8 Credit Services names. SOFI ranks #3 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,286,827 | $691,170,592 | |
| 2 | MA |
Mastercard Inc
|
1,223,187 | $611,177,616 | |
| 3 | SOFI |
SoFi Technologies, Inc.
This page
|
230,649 | $3,662,706 | |
| 4 | UPST |
Upstart Holdings, Inc.
|
83,941 | $2,153,086 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
20,569 | $930,335 | |
| 6 | AXP |
American Express Co
|
2,646 | $800,362 | |
| 7 | COF |
Capital One Financial Corp
|
2,154 | $392,954 | |
| 8 | KLAR |
Klarna Group plc
|
5,578 | $73,016 |
All Filings in SOFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,662,706 | 230,649 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $20,944 | 800 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $21,162 | 801 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,586 | 801 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,292 | 799 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $11,134 | 723 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,289 | 673 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,759 | 720 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,832 | 799 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,960 | 800 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $6,463 | 809 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,571 | 788 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,570 | 753 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $49,589 | 10,757 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,860 | 791 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,242 | 805 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $287,742 | 18,200 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $289,031 | 18,201 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||