Evergreen Capital Management’s SoFi Technologies SOFI Stock Holding History

Evergreen 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	–	Sell	-11,281	Closed	-$179K	–	1658
2026 Q1	$179K	Sell	11,281 -28,751	-72%	-$606K	﹤0.01%	1416
2025 Q4	$1.05M	Buy	40,032 +30,087	+303%	+$838K	0.02%	459
2025 Q3	$263K	Buy	+9,945	New	+$236K	0.01%	1068

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

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

Evergreen Capital Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 11,281 shares — an estimated $179K sold.

Evergreen Capital Management first reported a position in SOFI in Q3 2025 and held it in 3 quarters. The position peaked at $1.05M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Evergreen Capital Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Evergreen Capital Management sold 11,281 SoFi Technologies shares in Q2 2026, an estimated $179K.
Evergreen Capital Management first reported a position in SoFi Technologies in Q3 2025 and held it in 3 quarters.
Evergreen Capital Management's SoFi Technologies position peaked at $1.05M in Q4 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.