Covenant Asset Management, LLC

Position in SF — Stifel Financial Corp

CIK 1697717 CHESTER, NJ

Position in SF

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$4,440,891

+$388,021 QoQ

Shares Held

60,077

+23.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Covenant Asset Management, LLC holds $23,742,338 across 3 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	88,562	$8,880,997
2	MS	Morgan Stanley	39,592	$8,276,311
3	GS	Goldman Sachs Group Inc	6,511	$6,585,030

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,440,891	60,077	+85.6%	Shares	Sole	2026-04-14
2025-12-31	$4,052,870	32,366	+3.1%	Shares	Sole	2026-01-30
2025-09-30	$3,562,051	31,392	+3.3%	Shares	Sole	2025-10-30
2025-06-30	$3,152,422	30,376	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.