Bank of Montreal
SOFI icon

Bank of Montreal’s SoFi Technologies SOFI Stock Holding History

Bank of Montreal’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 		$111M Sell
6,168,171
-598,527
-9% -$10.1M 0.04% 372
2026
Q1 		$107M Buy
6,766,698
+588,456
+10% +$12.4M 0.04% 352
2025
Q4 		$162M Buy
6,178,242
+1,743,970
+39% +$48.6M 0.06% 270
2025
Q3 		$117M Buy
4,434,272
+462,933
+12% +$11M 0.04% 292
2025
Q2 		$72.3M Buy
3,971,339
+320,075
+9% +$4.22M 0.03% 335
2025
Q1 		$42.5M Buy
3,651,264
+100,268
+3% +$1.45M 0.02% 473
2024
Q4 		$54.7M Buy
3,550,996
+395,976
+13% +$5.14M 0.03% 433
2024
Q3 		$25.1M Buy
3,155,020
+90,934
+3% +$661K 0.01% 694
2024
Q2 		$20.3M Buy
3,064,086
+2,635,894
+616% +$18.6M 0.01% 759
2024
Q1 		$3.13M Buy
428,192
+89,510
+26% +$711K ﹤0.01% 1417
2023
Q4 		$3.49M Sell
338,682
-27,626
-8% -$220K ﹤0.01% 1418
2023
Q3 		$3.32M Buy
366,308
+73,762
+25% +$649K ﹤0.01% 1460
2023
Q2 		$2.55M Sell
292,546
-107,435
-27% -$700K ﹤0.01% 1679
2023
Q1 		$2.58M Sell
399,981
-33,639
-8% -$204K ﹤0.01% 1572
2022
Q4 		$2M Buy
433,620
+36,627
+9% +$182K ﹤0.01% 1795
2022
Q3 		$2.04K Sell
396,993
-3,317,694
-89% -$21M ﹤0.01% 1805
2022
Q2 		$21.8K Sell
3,714,687
-2,134,358
-36% -$14.4M 0.01% 728
2022
Q1 		$57.1M Buy
5,849,045
+1,535,105
+36% +$17.6M 0.03% 421
2021
Q4 		$68.8M Buy
4,313,940
+3,945,807
+1,072% +$72.4M 0.04% 346
2021
Q3 		$6.27M Buy
+368,133
New +$5.77M ﹤0.01% 1522
2021
Q2 		– Sell
-88,110
Closed -$1.6M – 4786
2021
Q1 		$1.6M Buy
88,110
+87,990
+73,325% +$1.74M ﹤0.01% 1898
2020
Q4 		$2K Buy
+120
New +$1.35K ﹤0.01% 4841

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal's SOFI Position: Q2 2026 in Review

Bank of Montreal reduced its SoFi Technologies (SOFI) stake by 8.8% in Q2 2026, selling an estimated $10.1M and leaving 6,168,171 shares worth $111M. The position accounts for 0.04% of the portfolio, ranked #372.

Bank of Montreal first reported a position in SOFI in Q4 2020 and has held it in 22 quarters since. The position peaked at $162M in Q4 2025. 751 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Bank of Montreal held 6,168,171 shares of SoFi Technologies worth $111M as of Q2 2026.
  • Bank of Montreal sold 598,527 SoFi Technologies shares in Q2 2026, an estimated $10.1M.
  • SoFi Technologies made up 0.04% of Bank of Montreal's portfolio in Q2 2026, its #372 holding.
  • Bank of Montreal first reported a position in SoFi Technologies in Q4 2020 and has held it in 22 quarters since.
  • Bank of Montreal's SoFi Technologies position peaked at $162M in Q4 2025.
  • 751 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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