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TD Waterhouse Canada’s SoFi Technologies SOFI Stock Holding History

TD Waterhouse 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 		$2.56M Buy
139,046
+114,652
+470% +$1.94M 0.01% 548
2026
Q1 		$381K Sell
24,394
-17,932
-42% -$378K ﹤0.01% 899
2025
Q4 		$1.11M Buy
42,326
+22,772
+116% +$635K 0.01% 545
2025
Q3 		$504K Sell
19,554
-3,457
-15% -$82K ﹤0.01% 678
2025
Q2 		$406K Buy
23,011
+18,432
+403% +$243K ﹤0.01% 700
2025
Q1 		$54.4K Sell
4,579
-3,980
-47% -$57.4K ﹤0.01% 1075
2024
Q4 		$132K Sell
8,559
-4,653
-35% -$60.4K ﹤0.01% 878
2024
Q3 		$101K Sell
13,212
-1,000
-7% -$7.27K ﹤0.01% 884
2024
Q2 		$91.4K Buy
14,212
+1,696
+14% +$12K ﹤0.01% 901
2024
Q1 		$101K Buy
12,516
+4,693
+60% +$37.3K ﹤0.01% 901
2023
Q4 		$77.7K Hold
7,823
– – ﹤0.01% 855
2023
Q3 		$73.4K Buy
7,823
+1,105
+16% +$9.72K ﹤0.01% 828
2023
Q2 		$64.5K Sell
6,718
-7
-0.1% -$46 ﹤0.01% 870
2023
Q1 		$52.5K Sell
6,725
-550
-8% -$3.33K ﹤0.01% 890
2022
Q4 		$40.6K Sell
7,275
-105,592
-94% -$524K ﹤0.01% 944
2022
Q3 		$729K Buy
112,867
+22,254
+25% +$141K 0.01% 451
2022
Q2 		$589K Buy
90,613
+2,568
+3% +$17.4K 0.01% 500
2022
Q1 		$971K Sell
88,045
-155,522
-64% -$1.79M 0.01% 458
2021
Q4 		$4.37M Buy
+243,567
New +$4.47M 0.04% 236

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TD Waterhouse Canada's SOFI Position: Q2 2026 in Review

TD Waterhouse Canada increased its SoFi Technologies (SOFI) stake by 470% in Q2 2026, buying an estimated $1.94M and bringing the position to 139,046 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #548.

TD Waterhouse Canada first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.37M in Q4 2021. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • TD Waterhouse Canada held 139,046 shares of SoFi Technologies worth $2.56M as of Q2 2026.
  • TD Waterhouse Canada bought 114,652 SoFi Technologies shares in Q2 2026, an estimated $1.94M.
  • SoFi Technologies made up 0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #548 holding.
  • TD Waterhouse Canada first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • TD Waterhouse Canada's SoFi Technologies position peaked at $4.37M in Q4 2021.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.