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Disclosery

Rathbones Group PLC: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rathbones Group PLC on SOFI, newest first. How the timeline and the estimate are built.

Rathbones Group PLC held 36,246 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,246 shares
    Change vs previous 13F +16,150 shares

    <0.01% of the 13F portfolio, value $649,890.

    13F-HR 0001140361-26-029386 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 20,096 shares
    Change vs previous 13F +550 shares

    <0.01% of the 13F portfolio, value $319,124.

    13F-HR/A 0001140361-26-024580 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 19,546 shares
    Change vs previous 13F +8,675 shares

    <0.01% of the 13F portfolio, value $511,714.

    13F-HR/A 0001140361-26-024582 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,871 shares
    Change vs previous 13F +10,871 shares

    <0.01% of the 13F portfolio, value $287,211.

    13F-HR 0001140361-25-041771 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -15,167 shares

    13F-HR 0001140361-25-029429 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 15,167 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $176,392.

    13F-HR 0001140361-25-018466 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).