SoFi Technologies, Inc.
US ˙ NasdaqGS ˙ US83406F1021

SecuritySOFI / SoFi Technologies, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership59,545 shares
Latest Disclosed Value $ 1,558,888
CIBC Private Wealth Group, LLC reports 4.92% decrease in ownership of SOFI / SoFi Technologies, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 59,545 shares of SoFi Technologies, Inc. (US:SOFI) valued at $1,558,888 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 62,626 shares of SoFi Technologies, Inc.. This represents a change in shares of -4.92% during the quarter. The current value of the position is $993,211 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-12 2025-12-31 13F SOFI TECHNOLOGIES COM 83406F102 59,545 -3,081 -4.92 1,559 -5.80 0.0026
2025-11-24 2025-09-30 13F SOFI TECHNOLOGIES COM 83406F102 62,626 6,959 12.50 1,655 63.28 0.0028
2025-08-12 2025-06-30 13F SOFI TECHNOLOGIES COM 83406F102 55,667 -2,185 -3.78 1,014 84.52 0.0018
2025-05-14 2025-03-31 13F SOFI TECHNOLOGIES COM 83406F102 57,852 -2,682 -4.43 550 -37.61 0.0012
2025-02-12 2024-12-31 13F SoFi Technologies COM 83406F102 60,534 685 1.14 881 87.23 0.0016
2024-11-13 2024-09-30 13F SoFi Technologies COM 83406F102 59,849 -108 -0.18 470 23.68 0.0008
2024-08-09 2024-06-30 13F SoFi Technologies COM 83406F102 59,957 -1,358 -2.21 381 -14.03 0.0007
2024-05-10 2024-03-31 13F SoFi Technologies COM 83406F102 61,315 -4,470 -6.79 443 -32.42 0.0009
2024-02-13 2023-12-31 13F SOFI TECHNOLOGIES INC COM COM 83406F102 65,785 1,498 2.33 655 27.49 0.0014
2023-11-13 2023-09-30 13F SOFI TECHNOLOGIES INC COM COM 83406F102 64,287 -4,850 -7.02 514 -10.94 0.0012
2023-11-21 2023-06-30 13F/A-1 SOFI TECHNOLOGIES INC COM COM 83406F102 69,137 -6,719 -8.86 577 -72.08 0.0013
2023-08-10 2023-06-30 13F SOFI TECHNOLOGIES INC COM COM 83406F102 69,137 -6,719 577 0.0013
2023-11-21 2023-03-31 13F/A-1 SOFI TECHNOLOGIES INC COM COM 83406F102 75,856 -2,375 -3.04 2,063 820.98 0.0046
2023-05-12 2023-03-31 13F SOFI TECHNOLOGIES INC COM COM 83406F102 75,856 -2,375 2,063 0.0045
2023-06-01 2022-12-31 13F/A-2 SOFI TECHNOLOGIES INC COM COM 83406F102 78,231 -22,585 -22.40 225 -54.47 0.0008
2023-02-14 2022-12-31 13F/A-1 SOFI TECHNOLOGIES INC COM COM 83406F102 78,231 -22,585 361 0.0008
2023-02-13 2022-12-31 13F SOFI TECHNOLOGIES INC COM COM 83406F102 78,231 -22,585 38,492 0.0000
2022-11-15 2022-09-30 13F SOFI TECHNOLOGIES INC COM COM 83406F102 100,816 4,233 4.38 492 -3.34 0.0013
2022-08-03 2022-06-30 13F SOFI TECHNOLOGIES COM 83406F102 96,583 -1,246 -1.27 509 -44.97 0.0013
2022-05-16 2022-03-31 13F SOFI TECHNOLOGIES COM 83406F102 97,829 23,565 31.73 925 -21.28 0.0020
2022-04-04 2021-12-31 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 74,264 -22,570 -23.31 1,175 -23.60 0.0024
2022-02-08 2021-12-31 13F SOFI TECHNOLOGIES COM 83406F102 74,264 -22,570 1,175 0.0024
2021-11-12 2021-09-30 13F SOFI TECHNOLOGIES COM 83406F102 96,834 82,364 569.21 1,538 455.23 0.0036
2021-08-16 2021-06-30 13F SOFI TECHNOLOGIES COM 83406F102 14,470 14,470 277 0.0006
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.