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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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.