Position in SOFI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,811,858
+$764,755 QoQ
Shares Held
114,097
+187.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026CIBC Bancorp USA Inc. holds $1,775,572,385 across 11 Credit Services names. SOFI ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,230,614 | $976,420,773 | |
| 2 | MA |
Mastercard Inc
|
1,259,378 | $629,260,810 | |
| 3 | AXP |
American Express Co
|
409,740 | $123,938,154 | |
| 4 | COF |
Capital One Financial Corp
|
148,409 | $27,074,252 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
212,072 | $9,592,014 | |
| 6 | SYF |
Synchrony Financial
|
89,845 | $6,111,256 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
114,097 | $1,811,858 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
12,431 | $569,587 |
All Filings in SOFI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,811,858 | 114,097 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $1,047,103 | 39,633 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||