AssetMark Inc
SFY icon

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
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

NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

AssetMark Inc's SFY Position: Q2 2026 in Review

AssetMark Inc increased its SoFi Select 500 ETF (SFY) stake by 0.62% in Q2 2026, buying an estimated $572 and bringing the position to 647 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

AssetMark Inc first reported a position in SFY in Q3 2023 and has held it in 11 quarters since. The position peaked at $297K in Q2 2025. 18 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

  • AssetMark Inc held 647 shares of SoFi Select 500 ETF worth $96.3K as of Q2 2026.
  • AssetMark Inc bought 4 SoFi Select 500 ETF shares in Q2 2026, an estimated $572.
  • SoFi Select 500 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1635 holding.
  • AssetMark Inc first reported a position in SoFi Select 500 ETF in Q3 2023 and has held it in 11 quarters since.
  • AssetMark Inc's SoFi Select 500 ETF position peaked at $297K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.