Convergence Financial’s SoFi Technologies SOFI Stock Holding History

Convergence Financial’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	$10.8M	Buy	+600,266	New	+$10.2M	0.86%	33
2024 Q2	–	Sell	-400,010	Closed	-$2.92M	–	148
2024 Q1	$2.92M	Buy	400,010 +150,000	+60%	+$1.19M	1.21%	17
2023 Q4	$2.49M	Buy	+250,010	New	+$1.99M	1.11%	15
2023 Q2	–	Sell	-200,010	Closed	-$1.21M	–	30
2023 Q1	$1.21M	Buy	+200,010	New	+$1.21M	0.89%	12
2022 Q4	–	Sell	-150,000	Closed	-$732K	–	28
2022 Q3	$732K	Sell	150,000 -50,000	-25%	-$316K	0.8%	10
2022 Q2	$1.05M	Buy	+200,000	New	+$1.35M	1.09%	10
2022 Q1	–	Sell	-94,000	Closed	-$1.49M	–	26
2021 Q4	$1.49M	Buy	+94,000	New	+$1.73M	1.54%	11

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

Convergence Financial's SOFI Position: Q2 2026 in Review

Convergence Financial opened a new position in SoFi Technologies (SOFI) in Q2 2026: 600,266 shares worth $10.8M. The stake represents 0.86% of the portfolio and ranks #33 among its holdings. This is a return to the name: Convergence Financial previously reported a position in SOFI as recently as Q1 2024.

Convergence Financial first reported a position in SOFI in Q4 2021 and has held it in 7 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Convergence Financial held 600,266 shares of SoFi Technologies worth $10.8M as of Q2 2026.
SoFi Technologies was a new Convergence Financial position in Q2 2026.
SoFi Technologies made up 0.86% of Convergence Financial's portfolio in Q2 2026, its #33 holding.
Convergence Financial first reported a position in SoFi Technologies in Q4 2021 and has held it in 7 quarters since.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.