CSB
SOFI icon

City State Bank’s SoFi Technologies SOFI Stock Holding History

City State Bank’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 		$36 Hold
2
– – ﹤0.01% 806
2026
Q1 		$32 Hold
2
– – ﹤0.01% 782
2025
Q4 		$52 Hold
2
– – ﹤0.01% 761
2025
Q3 		$53 Sell
2
-248
-99% -$5.88K ﹤0.01% 737
2025
Q2 		$4.55K Sell
250
-5,000
-95% -$65.9K ﹤0.01% 596
2025
Q1 		$61.1K Buy
5,250
+5,000
+2,000% +$72.1K 0.02% 310
2024
Q4 		$3.85K Sell
250
-250
-50% -$3.25K ﹤0.01% 604
2024
Q3 		$3.93K Buy
500
+300
+150% +$2.18K ﹤0.01% 601
2024
Q2 		$1.32K Hold
200
– – ﹤0.01% 656
2024
Q1 		$1K Hold
200
– – ﹤0.01% 701
2023
Q4 		$2K Buy
+200
New +$1.59K ﹤0.01% 625

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

City State Bank's SOFI Position: Q2 2026 in Review

City State Bank held its SoFi Technologies (SOFI) position steady in Q2 2026 at 2 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #806.

City State Bank first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $61.1K in Q1 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • City State Bank held 2 shares of SoFi Technologies worth $36 as of Q2 2026.
  • City State Bank left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #806 holding.
  • City State Bank first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • City State Bank's SoFi Technologies position peaked at $61.1K in Q1 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.