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Sofi Technologies shares owned by Convergence Financial

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in Sofi Technologies

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All positions including Sofi Technologies held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Convergence Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $11M 600k 17.93

More positions owned by Convergence Financial

Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust St Str Sp600grwo (SLYG)
Spdr Series Trust ST STR SP400GRW (MDYG)
Spdr Series Trust ST STR SP600SM C (SLYV)
Spdr Series Trust St Str Sp400val (MDYV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)
Ishares Tr Msci Usa Mmentm (MTUM)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust St Str Aggre Etf (SPAB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Convergence Financial

Top funds holding Sofi Technologies

Susquehanna International
BlackRock
Vanguard Capital Management
Jane Street
UBS Group
Goldman Sachs Group
Vanguard Portfolio Management
Citadel Advisors
State Street Corporation
D. E. Shaw & Co
Geode Capital Management
Morgan Stanley
Norges Bank Investment Management
Millennium Management
Bank Of Montreal

View all funds holding Sofi Technologies