AssetMark Inc’s SoFi Select 500 ETF SFY Stock Holding History

AssetMark Inc’s Portfolio SFY Stock Details SFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$100K	Buy	648 +1	+0.2%	+$150	﹤0.01%	1657
2026 Q2	$96.3K	Buy	647 +4	+0.6%	+$572	﹤0.01%	1635
2026 Q1	$80.3K	Sell	643 -23	-3%	-$3.02K	﹤0.01%	1613
2025 Q4	$88K	Buy	666 +494	+287%	+$65K	﹤0.01%	1536
2025 Q3	$22.2K	Sell	172 -2,345	-93%	-$289K	﹤0.01%	1882
2025 Q2	$297K	Buy	2,517 +1,693	+205%	+$181K	﹤0.01%	1133
2025 Q1	$84K	Buy	824 +570	+224%	+$62.1K	﹤0.01%	1326
2024 Q4	$27.6K	Buy	+254	New	+$27.7K	﹤0.01%	1577
2024 Q3	–	Sell	-2,221	Closed	-$221K	–	2349
2024 Q2	$221K	Buy	2,221 +806	+57%	+$75.9K	﹤0.01%	976
2024 Q1	$132K	Buy	1,415 +328	+30%	+$29K	﹤0.01%	1022
2023 Q4	$92K	Sell	1,087 -756	-41%	-$60K	﹤0.01%	1057
2023 Q3	$141K	Buy	+1,843	New	+$146K	﹤0.01%	931

Other funds holding SFY

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

AssetMark Inc's SFY Position: Q3 2026 in Review

AssetMark Inc increased its SoFi Select 500 ETF (SFY) stake by 0.15% in Q3 2026, buying an estimated $150 and bringing the position to 648 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

AssetMark Inc first reported a position in SFY in Q3 2023 and has held it in 12 quarters since. The position peaked at $297K in Q2 2025. 19 funds tracked by Wall St. Rank hold SFY as of Q3 2026.

AssetMark Inc held 648 shares of SoFi Select 500 ETF worth $100K as of Q3 2026.
AssetMark Inc bought 1 SoFi Select 500 ETF share in Q3 2026, an estimated $150.
SoFi Select 500 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1657 holding.
AssetMark Inc first reported a position in SoFi Select 500 ETF in Q3 2023 and has held it in 12 quarters since.
AssetMark Inc's SoFi Select 500 ETF position peaked at $297K in Q2 2025.
19 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.