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CIBC Bancorp USA Inc.: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CIBC Bancorp USA Inc. on SOFI, newest first. How the timeline and the estimate are built.

CIBC Bancorp USA Inc. held 114,556 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,556 shares
    Change vs previous 13F +459 shares

    <0.01% of the 13F portfolio, value $2,053,989.

    13F-HR 0001298088-26-000018 filed by CIBC Bancorp USA Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 114,097 shares
    Change vs previous 13F +13,002 shares

    <0.01% of the 13F portfolio, value $1,811,861.

    13F-HR 0001298088-26-000011 filed by CIBC Bancorp USA Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 101,095 shares
    Change vs previous 13F -1,164 shares

    <0.01% of the 13F portfolio, value $2,646,667.

    13F-HR 0001298088-26-000003 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CIBC WORLD MARKETS CORP: 41,550 shares
    • CIBC Private Wealth Group LLC: 59,545 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 102,259 shares
    Change vs previous 13F +46,592 shares

    <0.01% of the 13F portfolio, value $2,701,683.

    13F-HR 0001298088-25-000031 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CIBC Private Wealth Group LLC: 62,626 shares
    • CIBC Bancorp USA Inc.: 39,633 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 55,667 shares
    Change vs previous 13F -2,185 shares

    <0.01% of the 13F portfolio, value $1,013,696.

    13F-HR 0001298088-25-000014 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 57,852 shares
    Change vs previous 13F -2,682 shares

    <0.01% of the 13F portfolio, value $549,594.

    13F-HR 0001298088-25-000009 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 60,534 shares
    Change vs previous 13F +685 shares

    <0.01% of the 13F portfolio, value $880,770.

    13F-HR 0001298088-25-000002 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 59,849 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $470,413.

    13F-HR 0001298088-24-000025 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).