Position in SOFI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,080,515
+$166,415 QoQ
Shares Held
60,263
+4.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 913 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CIBC Asset Management Inc holds $408,933,870 across 14 Credit Services names. SOFI ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
516,282 | $177,131,191 | |
| 2 | MA |
Mastercard Inc
|
232,685 | $119,507,016 | |
| 3 | AXP |
American Express Co
|
154,958 | $52,414,543 | |
| 4 | COF |
Capital One Financial Corp
|
146,782 | $29,447,404 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
408,970 | $17,659,324 | |
| 6 | SYF |
Synchrony Financial
|
113,761 | $8,651,524 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
13,492 | $1,100,272 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
60,263 | $1,080,515 |
All Filings in SOFI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,515 | 60,263 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $914,100 | 57,563 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,399,137 | 53,443 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $817,646 | 30,948 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $562,834 | 30,908 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $355,389 | 30,558 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $461,953 | 29,997 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $223,294 | 28,409 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $181,424 | 27,447 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $154,599 | 21,178 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $210,721 | 21,178 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $169,212 | 21,178 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $176,624 | 21,178 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $128,550 | 21,178 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $113,092 | 24,532 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||