National Bank of Canada’s SoFi Technologies SOFI Stock Holding History

National Bank of Canada’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
2024 Q3	–	Sell	-12,488	Closed	-$8.03M	–	3013
2024 Q2	$8.03M	Sell	12,488 -12	-0.1%	-$85	0.01%	619
2024 Q1	$8.68M	Sell	12,500 -14,047	-53%	-$112K	0.01%	657
2023 Q4	$25.6M	Buy	26,547 +6,420	+32%	+$51K	0.04%	350
2023 Q3	$15.8M	Buy	20,127 +12,627	+168%	+$111K	0.02%	477
2023 Q2	$6.39M	Buy	+7,500	New	+$48.9K	0.01%	655
2023 Q1	–	Sell	-1,607	Closed	-$741K	–	2847
2022 Q4	$741K	Sell	1,607 -21,649	-93%	-$107K	﹤0.01%	1162
2022 Q3	$11.3M	Sell	23,256 -18,818	-45%	-$119K	0.06%	333
2022 Q2	$22.2M	Buy	42,074 +22,950	+120%	+$155K	0.1%	223
2022 Q1	$18.1M	Buy	+19,124	New	+$220K	0.05%	318

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

National Bank of Canada's SOFI Position: Q2 2026 in Review

National Bank of Canada increased its SoFi Technologies (SOFI) stake by 154% in Q2 2026, buying an estimated $15.9M and bringing the position to 1,543,861 shares worth $27.7M. The position accounts for 0.02% of the portfolio, ranked #468.

National Bank of Canada first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. 624 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

National Bank of Canada held 1,543,861 shares of SoFi Technologies worth $27.7M as of Q2 2026.
National Bank of Canada bought 937,146 SoFi Technologies shares in Q2 2026, an estimated $15.9M.
SoFi Technologies made up 0.02% of National Bank of Canada's portfolio in Q2 2026, its #468 holding.
National Bank of Canada first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
624 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.