Citigroup
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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 		$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

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
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.