Bawa N Mallick Trust’s SoFi Select 500 ETF SFY Stock Holding History

Bawa N Mallick Trust’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	$989K	Buy	6,640 +20	+0.3%	+$2.86K	0.32%	49
2026 Q1	$826K	Hold	6,620	–	–	0.34%	46
2025 Q4	$875K	Hold	6,620	–	–	0.32%	46
2025 Q3	$855K	Hold	6,620	–	–	0.32%	45
2025 Q2	$782K	Hold	6,620	–	–	0.32%	46
2025 Q1	$675K	Hold	6,620	–	–	0.32%	44
2024 Q4	$721K	Buy	+6,620	New	+$723K	0.32%	45

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

Bawa N Mallick Trust's SFY Position: Q2 2026 in Review

Bawa N Mallick Trust increased its SoFi Select 500 ETF (SFY) stake by 0.3% in Q2 2026, buying an estimated $2.86K and bringing the position to 6,640 shares worth $989K. The position accounts for 0.32% of the portfolio, ranked #49.

Bawa N Mallick Trust first reported a position in SFY in Q4 2024 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Bawa N Mallick Trust held 6,640 shares of SoFi Select 500 ETF worth $989K as of Q2 2026.
Bawa N Mallick Trust bought 20 SoFi Select 500 ETF shares in Q2 2026, an estimated $2.86K.
SoFi Select 500 ETF made up 0.32% of Bawa N Mallick Trust's portfolio in Q2 2026, its #49 holding.
Bawa N Mallick Trust first reported a position in SoFi Select 500 ETF in Q4 2024 and has held it in 7 quarters since.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.