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	–	486
2025 Q3	$14.1K	Hold	534	–	–	﹤0.01%	397
2025 Q2	$9.72K	Buy	+534	New	+$7.04K	﹤0.01%	390
2024 Q3	–	Hold	0	–	–	–	507
2024 Q2	–	Sell	-2,200	Closed	-$15.5K	–	512
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 $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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM