Bank of America
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Bank of America’s SoFi Select 500 ETF SFY Stock Holding History

Bank of America’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
Q1 		– Sell
-162
Closed -$21.4K – 6708
2025
Q4 		$21.4K Buy
162
+77
+91% +$10.1K ﹤0.01% 6036
2025
Q3 		$11K Sell
85
-2,337
-96% -$288K ﹤0.01% 7184
2025
Q2 		$286K Sell
2,422
-11,321
-82% -$1.21M ﹤0.01% 6010
2025
Q1 		$1.4M Buy
13,743
+13,592
+9,001% +$1.48M ﹤0.01% 4982
2024
Q4 		$16.4K Buy
+151
New +$16.5K ﹤0.01% 6883
2024
Q2 		– Sell
-76
Closed -$7.08K – 8397
2024
Q1 		$7.08K Buy
+76
New +$6.71K ﹤0.01% 6949
2023
Q2 		– Hold
0
– -$14 – 7916
2023
Q1 		– Hold
0
– – – 7597
2022
Q1 		– Sell
-602
Closed -$53K – 8695
2021
Q4 		$53K Sell
602
-40
-6% -$3.42K ﹤0.01% 7189
2021
Q3 		$51K Buy
+642
New +$52.6K ﹤0.01% 7034

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America's SFY Position: Q1 2026 in Review

Bank of America sold out of SoFi Select 500 ETF (SFY) in Q1 2026, closing a stake of 162 shares — an estimated $21.4K sold.

Bank of America first reported a position in SFY in Q3 2021 and held it in 8 quarters. The position peaked at $1.4M in Q1 2025. 57 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

  • Bank of America reported no remaining SoFi Select 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 162 SoFi Select 500 ETF shares in Q1 2026, an estimated $21.4K.
  • Bank of America first reported a position in SoFi Select 500 ETF in Q3 2021 and held it in 8 quarters.
  • Bank of America's SoFi Select 500 ETF position peaked at $1.4M in Q1 2025.
  • 57 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.