BFSG LLC’s SoFi Select 500 ETF SFY Stock Holding History

BFSG LLC’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	$8.14K	Buy	+53	New	+$7.98K	﹤0.01%	610

Other funds holding SFY

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 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

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

BFSG LLC's SFY Position: Q3 2026 in Review

BFSG LLC opened a new position in SoFi Select 500 ETF (SFY) in Q3 2026: 53 shares worth $8.14K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings.

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

BFSG LLC held 53 shares of SoFi Select 500 ETF worth $8.14K as of Q3 2026.
SoFi Select 500 ETF was a new BFSG LLC position in Q3 2026.
SoFi Select 500 ETF made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #610 holding.
33 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.