Compagnie Lombard Odier SCmA’s SoFi Technologies SOFI Stock Holding History

Compagnie Lombard Odier SCmA’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 Q4	–	Sell	-534	Closed	-$14.1K	–	462
2025 Q3	$14.1K	Hold	534	–	–	﹤0.01%	397
2025 Q2	$9.72K	Buy	+534	New	+$7.04K	﹤0.01%	390
2024 Q2	–	Sell	-2,200	Closed	-$15.5K	–	483
2024 Q1	$16.1K	Sell	2,200 -10,000	-82%	-$79.4K	﹤0.01%	412
2023 Q4	$121K	Buy	12,200 +2,200	+22%	+$17.5K	﹤0.01%	337
2023 Q3	$79.9K	Hold	10,000	–	–	﹤0.01%	382
2023 Q2	$83.4K	Buy	+10,000	New	+$65.2K	﹤0.01%	368

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Compagnie Lombard Odier SCmA's SOFI Position: Q4 2025 in Review

Compagnie Lombard Odier SCmA sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 534 shares — an estimated $14.1K sold.

Compagnie Lombard Odier SCmA first reported a position in SOFI in Q2 2023 and held it in 6 quarters. The position peaked at $121K in Q4 2023. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Compagnie Lombard Odier SCmA reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 534 SoFi Technologies shares in Q4 2025, an estimated $14.1K.
Compagnie Lombard Odier SCmA first reported a position in SoFi Technologies in Q2 2023 and held it in 6 quarters.
Compagnie Lombard Odier SCmA's SoFi Technologies position peaked at $121K in Q4 2023.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2025, filed 16 Jan 2026.