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 		$11.7M Buy
650,100
+120,000
+23% +$2.03M ﹤0.01% 1491
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
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. 921 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.
  • 921 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.