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 Q1	$8.42M	Buy	530,100 +220,100	+71%	+$4.64M	﹤0.01%	1585
2025 Q4	$8.12M	Buy	310,000 +10,000	+3%	+$279K	﹤0.01%	1689
2025 Q3	$7.93M	Sell	300,000 -400,600	-57%	-$9.51M	﹤0.01%	1655
2025 Q2	$12.8M	Buy	700,600 +75,600	+12%	+$997K	0.01%	1229
2025 Q1	$7.27M	Sell	625,000 -431,500	-41%	-$6.22M	﹤0.01%	1606
2024 Q4	$16.3M	Buy	1,056,500 +731,500	+225%	+$9.5M	0.01%	1080
2024 Q3	$2.55M	Buy	+325,000	New	+$2.36M	﹤0.01%	2450
2024 Q1	–	Sell	-8,200,000	Closed	-$81.6M	–	5837
2023 Q4	$81.6M	Buy	8,200,000 +200,000	+3%	+$1.59M	0.06%	296
2023 Q3	$63.9M	Buy	+8,000,000	New	+$70.3M	0.05%	338
2021 Q4	–	Sell	-108,900	Closed	-$1.73M	–	6071
2021 Q3	$1.73M	Buy	+108,900	New	+$1.71M	﹤0.01%	2654

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Citigroup's SOFI Position: Q1 2026 in Review

Citigroup increased its SoFi Technologies (SOFI) stake by 159% in Q1 2026, buying an estimated $97M and bringing the position to 7,496,283 shares worth $119M. The position accounts for 0.05% of the portfolio, ranked #348.

Citigroup first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Citigroup held 7,496,283 shares of SoFi Technologies worth $119M as of Q1 2026.
Citigroup bought 4,601,090 SoFi Technologies shares in Q1 2026, an estimated $97M.
SoFi Technologies made up 0.05% of Citigroup's portfolio in Q1 2026, its #348 holding.
Citigroup first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.