Covenant Asset Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1697717 CHESTER, NJ

Position in SOFI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,764,622

+$3,054,788 QoQ

Shares Held

433,052

+140.7% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#129

of 913 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Covenant Asset Management, LLC holds $21,300,436 across 4 Credit Services names. SOFI ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc. This page	433,052	$7,764,622
2	AXP	American Express Co	18,500	$6,257,625
3	COF	Capital One Financial Corp	24,788	$4,972,968
4	V	Visa Inc.	6,719	$2,305,221

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,764,622	433,052	+140.7%	Shares	Sole	2026-07-20
2025-12-31	$4,709,834	179,902	+120.2%	Shares	Sole	2026-01-30
2025-09-30	$2,158,514	81,700	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.