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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
2023
Q4 		– Sell
-2,200
Closed -$1.34K – 625
2023
Q3 		$1.34K Hold
2,200
– – ﹤0.01% 565
2023
Q2 		$3.1K Buy
+2,200
New +$14.3K ﹤0.01% 534

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 $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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 $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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. 1,004 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.
  • 1,004 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.