Question 1

Does Bank of Montreal own SOFI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Bank of Montreal holds 6,168,171 shares of SOFI (SoFi Technologies), worth $110.6M.

Question 2

How many shares of SOFI does Bank of Montreal own?

Accepted Answer

As of its Q2 2026 13F, Bank of Montreal holds 6,168,171 shares of SOFI (SoFi Technologies).

Question 3

What is Bank of Montreal's SOFI position worth?

Accepted Answer

As of its Q2 2026 13F, Bank of Montreal's SOFI position is worth $110.6M.

Question 4

Is Bank of Montreal buying or selling SOFI?

Accepted Answer

In Q2 2026, Bank of Montreal reduced its SOFI position by 598,527 shares (-8.9%).

Question 5

When did Bank of Montreal first buy SOFI?

Accepted Answer

Bank of Montreal first reported SOFI in its Q3 2021 13F and has listed it in 20 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	6.2M	-8.8%	$110.6M	0.0%	$17.93	0
2026-Q1	Increased	6.8M	+9.5%	$107.5M	0.0%	$18.61	33
2025-Q4	Increased	6.2M	+39.3%	$161.7M	0.1%	$26.56	40
2025-Q3	Increased	4.4M	+11.7%	$117.2M	0.0%	$27.55	34
2025-Q2	Increased	4M	+8.8%	$72.3M	0.0%	$17.18	32
2025-Q1	Increased	3.7M	+2.8%	$42.5M	0.0%	$11.85	30
2024-Q4	Increased	3.6M	+12.6%	$54.7M	0.0%	$15.40	33
2024-Q3	Increased	3.2M	+3.0%	$25.1M	0.0%	$7.86	29

SOFIShowing 8 of 20 quarters

SOFI
Showing 8 of 20 quarters