American Trust’s SoFi Social 50 ETF SFYF Stock Holding History

American Trust’s Portfolio SFYF Stock Details SFYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,450	Closed	-$202K	–	345
2025 Q4	$202K	Buy	+1,450	New	+$80.9K	0.02%	320

Other funds holding SFYF

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

American Trust's SFYF Position: Q1 2026 in Review

American Trust sold out of SoFi Social 50 ETF (SFYF) in Q1 2026, closing a stake of 1,450 shares — an estimated $202K sold.

American Trust first reported a position in SFYF in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 16 funds tracked by Wall St. Rank hold SFYF as of Q1 2026.

American Trust reported no remaining SoFi Social 50 ETF position as of Q1 2026 after selling out during the quarter.
American Trust sold 1,450 SoFi Social 50 ETF shares in Q1 2026, an estimated $202K.
American Trust first reported a position in SoFi Social 50 ETF in Q4 2025 and held it in 1 quarter.
American Trust's SoFi Social 50 ETF position peaked at $202K in Q4 2025.
16 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.