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Everence Capital Management’s SoFi Technologies SOFI Stock Holding History

Everence Capital Management’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 		$564K Sell
31,464
-7,467
-19% -$127K 0.03% 386
2026
Q1 		$618K Buy
38,931
+4,904
+14% +$103K 0.04% 323
2025
Q4 		$891K Buy
34,027
+3,645
+12% +$102K 0.05% 259
2025
Q3 		$803K Buy
30,382
+3,822
+14% +$90.7K 0.05% 279
2025
Q2 		$484K Sell
26,560
-5,800
-18% -$76.5K 0.03% 390
2025
Q1 		$376K Hold
32,360
– – 0.03% 462
2024
Q4 		$498K Buy
+32,360
New +$420K 0.03% 364

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

Everence Capital Management's SOFI Position: Q2 2026 in Review

Everence Capital Management reduced its SoFi Technologies (SOFI) stake by 19% in Q2 2026, selling an estimated $127K and leaving 31,464 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #386.

Everence Capital Management first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $891K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Everence Capital Management held 31,464 shares of SoFi Technologies worth $564K as of Q2 2026.
  • Everence Capital Management sold 7,467 SoFi Technologies shares in Q2 2026, an estimated $127K.
  • SoFi Technologies made up 0.03% of Everence Capital Management's portfolio in Q2 2026, its #386 holding.
  • Everence Capital Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Everence Capital Management's SoFi Technologies position peaked at $891K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.