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	–	711
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return