National Bank of Canada
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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
2026
Q2 		$7.35M Buy
+4,100
New +$69.5K 0.01% 820
2024
Q4 		– Sell
-385
Closed -$303K – 3189
2024
Q3 		$303K Sell
385
-1,816
-83% -$13.2K ﹤0.01% 1302
2024
Q2 		$1.42M Hold
2,201
– – ﹤0.01% 992
2024
Q1 		$1.53M Sell
2,201
-15,318
-87% -$122K ﹤0.01% 1055
2023
Q4 		$16.9M Sell
17,519
-27
-0.2% -$215 0.03% 442
2023
Q3 		$13.8M Sell
17,546
-11,000
-39% -$96.7K 0.02% 517
2023
Q2 		$24.3M Buy
+28,546
New +$186K 0.04% 314
2023
Q1 		– Sell
-32
Closed -$14.8K – 2848
2022
Q4 		$14.8K Sell
32
-5,834
-99% -$28.9K ﹤0.01% 2081
2022
Q3 		$2.86M Sell
5,866
-20,572
-78% -$130K 0.02% 687
2022
Q2 		$13.9M Buy
26,438
+3,583
+16% +$24.2K 0.06% 323
2022
Q1 		$21.6M Buy
+22,855
New +$262K 0.06% 274

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 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. 544 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.
  • 544 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.