Covenant Asset Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
Covenant Asset Management's SOFI Position: Q2 2026 in Review
Covenant Asset Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 433,052 shares worth $7.76M. The stake represents 1.31% of the portfolio and ranks #23 among its holdings. This is a return to the name: Covenant Asset Management previously reported a position in SOFI as recently as Q4 2025.
Covenant Asset Management first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.
- Covenant Asset Management held 433,052 shares of SoFi Technologies worth $7.76M as of Q2 2026.
- SoFi Technologies was a new Covenant Asset Management position in Q2 2026.
- SoFi Technologies made up 1.31% of Covenant Asset Management's portfolio in Q2 2026, its #23 holding.
- Covenant Asset Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
- 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.
Based on Covenant Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.