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Disclosery

BANK OF MONTREAL /CAN/: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on SOFI, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 6,168,171 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,168,171 shares
    Change vs previous 13F -598,527 shares

    0.04% of the 13F portfolio, value $110,595,307.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,766,698 shares
    Change vs previous 13F +588,456 shares

    0.05% of the 13F portfolio, value $107,455,165.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,178,242 shares
    Change vs previous 13F +1,743,970 shares

    0.06% of the 13F portfolio, value $161,746,375.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,434,272 shares
    Change vs previous 13F +462,933 shares

    0.05% of the 13F portfolio, value $117,153,466.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,971,339 shares
    Change vs previous 13F +320,075 shares

    0.04% of the 13F portfolio, value $72,318,083.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,651,264 shares
    Change vs previous 13F +100,268 shares

    0.02% of the 13F portfolio, value $42,464,200.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,550,996 shares
    Change vs previous 13F +395,976 shares

    0.03% of the 13F portfolio, value $54,685,338.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,155,020 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,082,408.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).