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Garde Capital’s SoFi Technologies SOFI Stock Holding History

Garde Capital’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
2025
Q3 		– Sell
-2,653
Closed -$48.3K – 710
2025
Q2 		$48.3K Hold
2,653
– – ﹤0.01% 354
2025
Q1 		$30.9K Buy
+2,653
New +$38.2K ﹤0.01% 395
2023
Q2 		– Sell
-24,542
Closed -$149K – 287
2023
Q1 		$149K Hold
24,542
– – 0.02% 211
2022
Q4 		$113K Sell
24,542
-2,220
-8% -$11K 0.01% 230
2022
Q3 		$131K Hold
26,762
– – 0.02% 210
2022
Q2 		$141K Buy
26,762
+878
+3% +$5.93K 0.02% 223
2022
Q1 		$245K Buy
25,884
+4,873
+23% +$56K 0.03% 182
2021
Q4 		$332K Sell
21,011
-3,963
-16% -$72.7K 0.03% 165
2021
Q3 		$397K Sell
24,974
-6,406
-20% -$100K 0.04% 138
2021
Q2 		$602K Buy
31,380
+24,580
+361% +$456K 0.06% 115
2021
Q1 		$117K Buy
+6,800
New +$134K 0.01% 235

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Garde Capital's SOFI Position: Q3 2025 in Review

Garde Capital sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 2,653 shares — an estimated $48.3K sold.

Garde Capital first reported a position in SOFI in Q1 2021 and held it in 11 quarters. The position peaked at $602K in Q2 2021. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Garde Capital reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 2,653 SoFi Technologies shares in Q3 2025, an estimated $48.3K.
  • Garde Capital first reported a position in SoFi Technologies in Q1 2021 and held it in 11 quarters.
  • Garde Capital's SoFi Technologies position peaked at $602K in Q2 2021.
  • 913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.