CIBC Asset Management
SOFI icon

CIBC Asset Management’s SoFi Technologies SOFI Stock Holding History

CIBC Asset Management’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 		$1.08M Buy
60,263
+2,700
+5% +$45.7K ﹤0.01% 720
2026
Q1 		$914K Buy
57,563
+4,120
+8% +$86.8K ﹤0.01% 710
2025
Q4 		$1.4M Buy
53,443
+22,495
+73% +$627K ﹤0.01% 676
2025
Q3 		$817K Buy
30,948
+40
+0.1% +$949 ﹤0.01% 705
2025
Q2 		$563K Buy
30,908
+350
+1% +$4.62K ﹤0.01% 750
2025
Q1 		$355K Buy
30,558
+561
+2% +$8.09K ﹤0.01% 810
2024
Q4 		$462K Buy
29,997
+1,588
+6% +$20.6K ﹤0.01% 770
2024
Q3 		$223K Buy
28,409
+962
+4% +$6.99K ﹤0.01% 1034
2024
Q2 		$181K Buy
27,447
+6,269
+30% +$44.2K ﹤0.01% 1048
2024
Q1 		$155K Hold
21,178
– – ﹤0.01% 1067
2023
Q4 		$211K Hold
21,178
– – ﹤0.01% 969
2023
Q3 		$169K Hold
21,178
– – ﹤0.01% 956
2023
Q2 		$177K Hold
21,178
– – ﹤0.01% 986
2023
Q1 		$129K Sell
21,178
-3,354
-14% -$20.3K ﹤0.01% 980
2022
Q4 		$113K Buy
+24,532
New +$122K ﹤0.01% 1002

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 $3.37T AUM 44.26% 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

CIBC Asset Management's SOFI Position: Q2 2026 in Review

CIBC Asset Management increased its SoFi Technologies (SOFI) stake by 4.7% in Q2 2026, buying an estimated $45.7K and bringing the position to 60,263 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #720.

CIBC Asset Management first reported a position in SOFI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.4M in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • CIBC Asset Management held 60,263 shares of SoFi Technologies worth $1.08M as of Q2 2026.
  • CIBC Asset Management bought 2,700 SoFi Technologies shares in Q2 2026, an estimated $45.7K.
  • SoFi Technologies made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #720 holding.
  • CIBC Asset Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 15 quarters since.
  • CIBC Asset Management's SoFi Technologies position peaked at $1.4M in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.