CIBC World Market
SOFI icon

CIBC World Market’s SoFi Technologies SOFI Stock Holding History

CIBC World Market’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
Q1 		$231K Buy
14,525
+2,494
+21% +$52.6K ﹤0.01% 1363
2025
Q4 		$315K Sell
12,031
-39,900
-77% -$1.11M ﹤0.01% 1247
2025
Q3 		$1.37M Buy
51,931
+33,247
+178% +$789K ﹤0.01% 864
2025
Q2 		$340K Buy
18,684
+1,610
+9% +$21.2K ﹤0.01% 1151
2025
Q1 		$199K Sell
17,074
-146
-0.8% -$2.1K ﹤0.01% 1273
2024
Q4 		$265K Buy
+17,220
New +$224K ﹤0.01% 1221
2022
Q4 		– Sell
-11,778
Closed -$57K – 1325
2022
Q3 		$57K Buy
11,778
+191
+2% +$1.21K ﹤0.01% 1196
2022
Q2 		$61K Sell
11,587
-43,178
-79% -$292K ﹤0.01% 1218
2022
Q1 		$518K Buy
54,765
+2,454
+5% +$28.2K ﹤0.01% 923
2021
Q4 		$827K Buy
52,311
+30,006
+135% +$551K ﹤0.01% 829
2021
Q3 		$354K Buy
22,305
+800
+4% +$12.5K ﹤0.01% 1083
2021
Q2 		$412K Buy
21,505
+1,905
+10% +$35.3K ﹤0.01% 1056
2021
Q1 		$336K Buy
+19,600
New +$387K ﹤0.01% 1066

Other funds holding SOFI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return