CIBC Private Wealth Group, LLC
- SEC CIK
- 0001298088
- Latest filing
- Feb 12, 2026
SOFI holding history
SoFi Technologies, Inc. in every 13F filed by CIBC Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SOFI overviewAll 13F holders of SOFIFull Q4 2025 holdings
- Shares (Q4 2025)
- 59,545
- Value
- $1.56M
- % of portfolio
- <0.1%
- Quarters held
- 19
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 59,545 | $1.56M | <0.1% | −3,081−4.9% | Reduced | Holders |
| Q3 2025 | 62,626 | $1.65M | <0.1% | +6,959+12.5% | Added | Holders |
| Q2 2025 | 55,667 | $1.01M | <0.1% | −2,185−3.8% | Reduced | Holders |
| Q1 2025 | 57,852 | $549.6K | <0.1% | −2,682−4.4% | Reduced | Holders |
| Q4 2024 | 60,534 | $880.8K | <0.1% | +685+1.1% | Added | Holders |
| Q3 2024 | 59,849 | $470.4K | <0.1% | −108−0.2% | Reduced | Holders |
| Q2 2024 | 59,957 | $380.7K | <0.1% | −1,358−2.2% | Reduced | Holders |
| Q1 2024 | 61,315 | $442.7K | <0.1% | −4,470−6.8% | Reduced | Holders |
| Q4 2023 | 65,785 | $654.6K | <0.1% | +1,498+2.3% | Added | Holders |
| Q3 2023 | 64,287 | $513.7K | <0.1% | −4,850−7.0% | Reduced | Holders |
| Q2 2023 | 69,137 | $576.6K | <0.1% | −6,719−8.9% | Reduced | Holders |
| Q1 2023 | 75,856 | – | – | −2,375−3.0% | Reduced | Holders |
| Q4 2022 | 78,231 | $224.7K | <0.1% | −22,585−22.4% | Reduced | Holders |
| Q3 2022 | 100,816 | $492.0K | <0.1% | +4,233+4.4% | Added | Holders |
| Q2 2022 | 96,583 | $509.0K | <0.1% | −1,246−1.3% | Reduced | Holders |
| Q1 2022 | 97,829 | $925.0K | <0.1% | +23,565+31.7% | Added | Holders |
| Q4 2021 | 74,264 | $1.18M | <0.1% | −22,570−23.3% | Reduced | Holders |
| Q3 2021 | 96,834 | $1.54M | <0.1% | +82,364+569.2% | Added | Holders |
| Q2 2021 | 14,470 | $277.0K | <0.1% | +14,470 | New | Holders |