Mackenzie Financial’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.83M Buy
102,008
+2,146
+2% +$36.4K ﹤0.01% 1075
2026
Q1
$1.59M Buy
99,862
+42,789
+75% +$902K ﹤0.01% 984
2025
Q4
$1.51M Buy
57,073
+1,602
+3% +$44.6K ﹤0.01% 954
2025
Q3
$1.47M Buy
+55,471
New +$1.32M ﹤0.01% 947

Other funds holding SOFI

Mackenzie Financial's SOFI Position: Q2 2026 in Review

Mackenzie Financial increased its SoFi Technologies (SOFI) stake by 2.1% in Q2 2026, buying an estimated $36.4K and bringing the position to 102,008 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Mackenzie Financial first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Mackenzie Financial held 102,008 shares of SoFi Technologies worth $1.83M as of Q2 2026.
  • Mackenzie Financial bought 2,146 SoFi Technologies shares in Q2 2026, an estimated $36.4K.
  • SoFi Technologies made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1075 holding.
  • Mackenzie Financial first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.