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

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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. 61 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.
61 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.