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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Everence Capital Management's SOFI Position: Q1 2026 in Review

Everence Capital Management increased its SoFi Technologies (SOFI) stake by 14% in Q1 2026, buying an estimated $103K and bringing the position to 38,931 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #323.

Everence Capital Management first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $891K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Everence Capital Management held 38,931 shares of SoFi Technologies worth $618K as of Q1 2026.
  • Everence Capital Management bought 4,904 SoFi Technologies shares in Q1 2026, an estimated $103K.
  • SoFi Technologies made up 0.04% of Everence Capital Management's portfolio in Q1 2026, its #323 holding.
  • Everence Capital Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
  • Everence Capital Management's SoFi Technologies position peaked at $891K in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.