Citizens Financial Group’s SoFi Technologies SOFI Stock Holding History

Citizens Financial Group’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	$351K	Buy	+19,567	New	+$332K	﹤0.01%	788
2026 Q1	–	Sell	-23,884	Closed	-$625K	–	914
2025 Q4	$625K	Sell	23,884 -12,791	-35%	-$356K	0.01%	501
2025 Q3	$969K	Buy	36,675 +12,641	+53%	+$300K	0.01%	402
2025 Q2	$438K	Buy	+24,034	New	+$317K	0.01%	500
2024 Q4	–	Sell	-240,735	Closed	-$1.89M	–	615
2024 Q3	$1.89M	Buy	240,735 +70,603	+41%	+$513K	0.04%	221
2024 Q2	$1.12M	Buy	+170,132	New	+$1.2M	0.02%	263

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

Citizens Financial Group's SOFI Position: Q2 2026 in Review

Citizens Financial Group opened a new position in SoFi Technologies (SOFI) in Q2 2026: 19,567 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in SOFI as recently as Q4 2025.

Citizens Financial Group first reported a position in SOFI in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.89M in Q3 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Citizens Financial Group held 19,567 shares of SoFi Technologies worth $351K as of Q2 2026.
SoFi Technologies was a new Citizens Financial Group position in Q2 2026.
SoFi Technologies made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #788 holding.
Citizens Financial Group first reported a position in SoFi Technologies in Q2 2024 and has held it in 6 quarters since.
Citizens Financial Group's SoFi Technologies position peaked at $1.89M in Q3 2024.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.