Bank of Montreal
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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
Q1 		$95.6M Sell
6,022,700
-1,247,100
-17% -$26.3M 0.04% 367
2025
Q4 		$190M Buy
7,269,800
+2,184,400
+43% +$60.9M 0.07% 224
2025
Q3 		$134M Buy
5,085,400
+2,499,200
+97% +$59.3M 0.05% 260
2025
Q2 		$47.1M Buy
2,586,200
+248,800
+11% +$3.28M 0.02% 450
2025
Q1 		$27.2M Sell
2,337,400
-243,100
-9% -$3.5M 0.01% 597
2024
Q4 		$39.7M Buy
2,580,500
+1,896,700
+277% +$24.6M 0.02% 525
2024
Q3 		$5.44M Sell
683,800
-2,500
-0.4% -$18.2K ﹤0.01% 1274
2024
Q2 		$4.54M Sell
686,300
-416,200
-38% -$2.93M ﹤0.01% 1299
2024
Q1 		$8.05M Sell
1,102,500
-207,100
-16% -$1.64M ﹤0.01% 1046
2023
Q4 		$13.5M Buy
1,309,600
+490,800
+60% +$3.9M ﹤0.01% 921
2023
Q3 		$7.43M Buy
818,800
+607,300
+287% +$5.34M ﹤0.01% 1121
2023
Q2 		$1.84M Hold
211,500
– – ﹤0.01% 1860
2023
Q1 		$1.36M Sell
211,500
-104,800
-33% -$636K ﹤0.01% 1862
2022
Q4 		$1.46M Sell
316,300
-2,915,600
-90% -$14.5M ﹤0.01% 1964
2022
Q3 		$16.6K Sell
3,231,900
-425,600
-12% -$2.69M 0.01% 757
2022
Q2 		$21.5K Sell
3,657,500
-793,400
-18% -$5.36M 0.01% 734
2022
Q1 		$43.5M Buy
4,450,900
+4,447,900
+148,263% +$51.1M 0.02% 511
2021
Q4 		$48K Sell
3,000
-258,800
-99% -$4.75M ﹤0.01% 3249
2021
Q3 		$4.46M Buy
+261,800
New +$4.1M ﹤0.01% 1694
2021
Q2 		– Sell
-86,600
Closed -$1.57M – 4787
2021
Q1 		$1.57M Buy
+86,600
New +$1.71M ﹤0.01% 1906

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Bank of Montreal's SOFI Position: Q1 2026 in Review

Bank of Montreal increased its SoFi Technologies (SOFI) stake by 9.5% in Q1 2026, buying an estimated $12.4M and bringing the position to 6,766,698 shares worth $107M. The position accounts for 0.04% of the portfolio, ranked #352.

Bank of Montreal first reported a position in SOFI in Q4 2020 and has held it in 21 quarters since. The position peaked at $162M in Q4 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Bank of Montreal held 6,766,698 shares of SoFi Technologies worth $107M as of Q1 2026.
  • Bank of Montreal bought 588,456 SoFi Technologies shares in Q1 2026, an estimated $12.4M.
  • SoFi Technologies made up 0.04% of Bank of Montreal's portfolio in Q1 2026, its #352 holding.
  • Bank of Montreal first reported a position in SoFi Technologies in Q4 2020 and has held it in 21 quarters since.
  • Bank of Montreal's SoFi Technologies position peaked at $162M in Q4 2025.
  • 922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.