CIBC World Markets’s SoFi Technologies SOFI Stock Holding History

CIBC World Markets’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	$1.09M	Buy	+41,550	New	+$1.16M	0.01%	721

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Markets's SOFI Position: Q4 2025 in Review

CIBC World Markets opened a new position in SoFi Technologies (SOFI) in Q4 2025: 41,550 shares worth $1.09M. The stake represents 0.01% of the portfolio and ranks #721 among its holdings.

1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

CIBC World Markets held 41,550 shares of SoFi Technologies worth $1.09M as of Q4 2025.
SoFi Technologies was a new CIBC World Markets position in Q4 2025.
SoFi Technologies made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #721 holding.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.