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Covenant Asset Management’s SoFi Technologies SOFI Stock Holding History

Covenant Asset Management’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
2026
Q1 		– Sell
-179,902
Closed -$4.71M – 177
2025
Q4 		$4.71M Buy
179,902
+98,202
+120% +$2.74M 0.56% 42
2025
Q3 		$2.16M Buy
+81,700
New +$1.94M 0.24% 68

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Covenant Asset Management's SOFI Position: Q1 2026 in Review

Covenant Asset Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 179,902 shares — an estimated $4.71M sold.

Covenant Asset Management first reported a position in SOFI in Q3 2025 and held it in 2 quarters. The position peaked at $4.71M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Covenant Asset Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Covenant Asset Management sold 179,902 SoFi Technologies shares in Q1 2026, an estimated $4.71M.
  • Covenant Asset Management first reported a position in SoFi Technologies in Q3 2025 and held it in 2 quarters.
  • Covenant Asset Management's SoFi Technologies position peaked at $4.71M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Covenant Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.