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	–	Sell	-850,000	Closed	-$13.5M	–	6206
2026 Q1	$13.5M	Buy	+850,000	New	+$17.9M	0.01%	1290
2025 Q1	–	Sell	-416,800	Closed	-$6.42M	–	5932
2024 Q4	$6.42M	Buy	+416,800	New	+$5.41M	﹤0.01%	1724
2022 Q4	–	Sell	-3,500,000	Closed	-$17.1M	–	5943
2022 Q3	$17.1M	Hold	3,500,000	–	–	0.01%	863
2022 Q2	$18.4M	Hold	3,500,000	–	–	0.01%	837
2022 Q1	$33.1M	Hold	3,500,000	–	–	0.02%	674
2021 Q4	$55.3M	Buy	+3,500,000	New	+$64.2M	0.03%	526

Other funds holding SOFI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $189B AUM 37.1% 1-Year Est. Return

Citigroup's SOFI Position: Q3 2026 in Review

Citigroup increased its SoFi Technologies (SOFI) stake by 14% in Q3 2026, buying an estimated $15.2M and bringing the position to 7,144,542 shares worth $112M. The position accounts for 0.04% of the portfolio, ranked #460.

Citigroup first reported a position in SOFI in Q1 2021 and has held it in 23 quarters since. The position peaked at $119M in Q1 2026. 569 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Citigroup held 7,144,542 shares of SoFi Technologies worth $112M as of Q3 2026.
Citigroup bought 861,463 SoFi Technologies shares in Q3 2026, an estimated $15.2M.
SoFi Technologies made up 0.04% of Citigroup's portfolio in Q3 2026, its #460 holding.
Citigroup first reported a position in SoFi Technologies in Q1 2021 and has held it in 23 quarters since.
Citigroup's SoFi Technologies position peaked at $119M in Q1 2026.
569 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.