Citigroup
SOFI icon

Citigroup’s SoFi Technologies SOFI Stock Holding History

Citigroup’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$113M Sell
6,283,079
-1,213,204
-16% -$20.6M 0.04% 436
2026
Q1 		$119M Buy
7,496,283
+4,601,090
+159% +$97M 0.05% 348
2025
Q4 		$75.8M Sell
2,895,193
-123,529
-4% -$3.44M 0.03% 472
2025
Q3 		$79.8M Sell
3,018,722
-176,718
-6% -$4.19M 0.04% 453
2025
Q2 		$58.2M Sell
3,195,440
-95,532
-3% -$1.26M 0.03% 541
2025
Q1 		$38.3M Sell
3,290,972
-75,088
-2% -$1.08M 0.02% 667
2024
Q4 		$51.8M Sell
3,366,060
-426,082
-11% -$5.53M 0.03% 496
2024
Q3 		$29.8M Buy
3,792,142
+154,583
+4% +$1.12M 0.02% 746
2024
Q2 		$24M Buy
3,637,559
+2,602,645
+251% +$18.4M 0.02% 803
2024
Q1 		$7.55M Buy
1,034,914
+586,926
+131% +$4.66M 0.01% 1443
2023
Q4 		$4.46M Sell
447,988
-766,979
-63% -$6.1M ﹤0.01% 1669
2023
Q3 		$9.71M Sell
1,214,967
-961,437
-44% -$8.45M 0.01% 1120
2023
Q2 		$18.2M Buy
2,176,404
+485,745
+29% +$3.17M 0.01% 870
2023
Q1 		$10.3M Buy
1,690,659
+112,092
+7% +$680K 0.01% 1147
2022
Q4 		$7.28M Sell
1,578,567
-3,322,475
-68% -$16.5M 0.01% 1291
2022
Q3 		$23.9M Buy
4,901,042
+3,590,442
+274% +$22.7M 0.02% 697
2022
Q2 		$6.91M Sell
1,310,600
-5,561
-0.4% -$37.6K 0.01% 1344
2022
Q1 		$12.4M Buy
1,316,161
+48,358
+4% +$555K 0.01% 1182
2021
Q4 		$20M Buy
1,267,803
+1,049,868
+482% +$19.3M 0.01% 1008
2021
Q3 		$3.46M Buy
217,935
+165,337
+314% +$2.59M ﹤0.01% 2065
2021
Q2 		$1.01M Buy
52,598
+51,893
+7,361% +$962K ﹤0.01% 3216
2021
Q1 		$12K Buy
+705
New +$13.9K ﹤0.01% 5555

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Citigroup's SOFI Position: Q2 2026 in Review

Citigroup reduced its SoFi Technologies (SOFI) stake by 16% in Q2 2026, selling an estimated $20.6M and leaving 6,283,079 shares worth $113M. The position accounts for 0.04% of the portfolio, ranked #436.

Citigroup first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $119M in Q1 2026. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Citigroup held 6,283,079 shares of SoFi Technologies worth $113M as of Q2 2026.
  • Citigroup sold 1,213,204 SoFi Technologies shares in Q2 2026, an estimated $20.6M.
  • SoFi Technologies made up 0.04% of Citigroup's portfolio in Q2 2026, its #436 holding.
  • Citigroup first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • Citigroup's SoFi Technologies position peaked at $119M in Q1 2026.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.