Balance Wealth’s SoFi Select 500 ETF SFY Stock Holding History

Balance Wealth’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	$42.7K	Buy	+278	New	+$41.8K	0.01%	347

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Balance Wealth's SFY Position: Q3 2026 in Review

Balance Wealth opened a new position in SoFi Select 500 ETF (SFY) in Q3 2026: 278 shares worth $42.7K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings.

16 funds tracked by Wall St. Rank hold SFY as of Q3 2026.

Balance Wealth held 278 shares of SoFi Select 500 ETF worth $42.7K as of Q3 2026.
SoFi Select 500 ETF was a new Balance Wealth position in Q3 2026.
SoFi Select 500 ETF made up 0.01% of Balance Wealth's portfolio in Q3 2026, its #347 holding.
16 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.