Bank Julius Baer & Co. Ltd, Zurich
BankPosition in SOFI — SoFi Technologies, Inc.
CIK 1544599
ZURICH, V8
Position in SOFI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,344
-$3,648,362 QoQ
Shares Held
800
-99.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $1,114,789,927 across 8 Credit Services names. SOFI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,754,598 | $601,985,027 | |
| 2 | MA |
Mastercard Inc
|
839,622 | $431,229,859 | |
| 3 | COF |
Capital One Financial Corp
|
382,502 | $76,737,551 | |
| 4 | UPST |
Upstart Holdings, Inc.
|
85,480 | $3,028,556 | |
| 5 | AXP |
American Express Co
|
2,846 | $962,659 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
16,652 | $719,033 | |
| 7 | KLAR |
Klarna Group plc
|
5,578 | $112,898 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
800 | $14,344 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,344 | 800 | Shares | Sole | 2026-08-10 | |
| 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 | 2024-05-16 | |
| 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. | ||||||