CIBC Private Wealth Group
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CIBC Private Wealth Group’s SoFi Technologies SOFI Stock Holding History

CIBC Private Wealth Group’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 		$1.56M Sell
59,545
-3,081
-5% -$85.9K ﹤0.01% 630
2025
Q3 		$1.65M Buy
62,626
+6,959
+13% +$165K ﹤0.01% 609
2025
Q2 		$1.01M Sell
55,667
-2,185
-4% -$28.8K ﹤0.01% 668
2025
Q1 		$550K Sell
57,852
-2,682
-4% -$38.7K ﹤0.01% 782
2024
Q4 		$881K Buy
60,534
+685
+1% +$8.9K ﹤0.01% 723
2024
Q3 		$470K Sell
59,849
-108
-0.2% -$785 ﹤0.01% 891
2024
Q2 		$381K Sell
59,957
-1,358
-2% -$9.57K ﹤0.01% 898
2024
Q1 		$443K Sell
61,315
-4,470
-7% -$35.5K ﹤0.01% 864
2023
Q4 		$655K Buy
65,785
+1,498
+2% +$11.9K ﹤0.01% 738
2023
Q3 		$514K Sell
64,287
-4,850
-7% -$42.6K ﹤0.01% 743
2023
Q2 		$577K Sell
69,137
-6,719
-9% -$43.8K ﹤0.01% 666
2023
Q1 		$2.06M Sell
75,856
-2,375
-3% -$14.4K ﹤0.01% 519
2022
Q4 		$225K Sell
78,231
-22,585
-22% -$112K ﹤0.01% 716
2022
Q3 		$492K Buy
100,816
+4,233
+4% +$26.8K ﹤0.01% 705
2022
Q2 		$509K Sell
96,583
-1,246
-1% -$8.42K ﹤0.01% 702
2022
Q1 		$925K Buy
97,829
+23,565
+32% +$271K ﹤0.01% 647
2021
Q4 		$1.18M Sell
74,264
-22,570
-23% -$414K ﹤0.01% 620
2021
Q3 		$1.54M Buy
96,834
+82,364
+569% +$1.29M ﹤0.01% 545
2021
Q2 		$277K Buy
+14,470
New +$268K ﹤0.01% 919

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's SOFI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its SoFi Technologies (SOFI) stake by 4.9% in Q4 2025, selling an estimated $85.9K and leaving 59,545 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #630.

CIBC Private Wealth Group first reported a position in SOFI in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q1 2023. 1,004 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

  • CIBC Private Wealth Group held 59,545 shares of SoFi Technologies worth $1.56M as of Q4 2025.
  • CIBC Private Wealth Group sold 3,081 SoFi Technologies shares in Q4 2025, an estimated $85.9K.
  • SoFi Technologies made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #630 holding.
  • CIBC Private Wealth Group first reported a position in SoFi Technologies in Q2 2021 and has held it in 19 quarters since.
  • CIBC Private Wealth Group's SoFi Technologies position peaked at $2.06M in Q1 2023.
  • 1,004 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.