CI Investments Inc
SOFI icon

CI Investments Inc’s SoFi Technologies SOFI Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-7,002
Closed -$185K – 1168
2025
Q3 		$185K Buy
7,002
+1,151
+20% +$27.3K ﹤0.01% 732
2025
Q2 		$107K Buy
5,851
+1,055
+22% +$13.9K ﹤0.01% 894
2025
Q1 		$56K Sell
4,796
-811
-14% -$11.7K ﹤0.01% 1022
2024
Q4 		$86K Sell
5,607
-292
-5% -$3.79K ﹤0.01% 973
2024
Q3 		$46K Buy
5,899
+193
+3% +$1.4K ﹤0.01% 1015
2024
Q2 		$38K Buy
5,706
+2,945
+107% +$20.8K ﹤0.01% 1023
2024
Q1 		$20K Buy
2,761
+752
+37% +$5.97K ﹤0.01% 1107
2023
Q4 		$20K Buy
2,009
+233
+13% +$1.85K ﹤0.01% 1072
2023
Q3 		$14K Buy
1,776
+186
+12% +$1.64K ﹤0.01% 1136
2023
Q2 		$13K Buy
1,590
+996
+168% +$6.49K ﹤0.01% 1134
2023
Q1 		$4K Buy
594
+551
+1,281% +$3.34K ﹤0.01% 1111
2022
Q4 		$0 Buy
43
+13
+43% +$64 ﹤0.01% 1357
2022
Q3 		$0 Hold
30
– – ﹤0.01% 1358
2022
Q2 		$0 Hold
30
– – ﹤0.01% 1409
2022
Q1 		$0 Hold
30
– – ﹤0.01% 1431
2021
Q4 		$0 Hold
30
– – ﹤0.01% 1429
2021
Q3 		$0 Buy
+30
New +$470 ﹤0.01% 1383

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CI Investments Inc's SOFI Position: Q4 2025 in Review

CI Investments Inc sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 7,002 shares — an estimated $185K sold.

CI Investments Inc first reported a position in SOFI in Q3 2021 and held it in 17 quarters. The position peaked at $185K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

  • CI Investments Inc reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 7,002 SoFi Technologies shares in Q4 2025, an estimated $185K.
  • CI Investments Inc first reported a position in SoFi Technologies in Q3 2021 and held it in 17 quarters.
  • CI Investments Inc's SoFi Technologies position peaked at $185K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.