Bank of America
SFYX

Bank of America’s SoFi Next 500 ETF SFYX Stock Holding History

Bank of America’s Portfolio SFYX Stock Details SFYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,450
Closed -$36.6K – 8642
2025
Q2 		$36.6K Sell
2,450
-41,877
-94% -$581K ﹤0.01% 6903
2025
Q1 		$600K Buy
44,327
+44,163
+26,929% +$642K ﹤0.01% 5557
2024
Q4 		$2.37K Buy
+164
New +$2.44K ﹤0.01% 7184
2024
Q2 		– Sell
-53
Closed -$740 – 8398
2024
Q1 		$740 Buy
+53
New +$693 ﹤0.01% 7244
2022
Q1 		– Sell
-405
Closed -$6K – 8696
2021
Q4 		$6K Sell
405
-24
-6% -$352 ﹤0.01% 7800
2021
Q3 		$6K Buy
+429
New +$6.14K ﹤0.01% 7702

Other funds holding SFYX

GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Bank of America's SFYX Position: Q3 2025 in Review

Bank of America sold out of SoFi Next 500 ETF (SFYX) in Q3 2025, closing a stake of 2,450 shares — an estimated $36.6K sold.

Bank of America first reported a position in SFYX in Q3 2021 and held it in 6 quarters. The position peaked at $600K in Q1 2025. 13 funds tracked by Wall St. Rank hold SFYX as of Q3 2025.

  • Bank of America reported no remaining SoFi Next 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of America sold 2,450 SoFi Next 500 ETF shares in Q3 2025, an estimated $36.6K.
  • Bank of America first reported a position in SoFi Next 500 ETF in Q3 2021 and held it in 6 quarters.
  • Bank of America's SoFi Next 500 ETF position peaked at $600K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.