Concord Wealth Partners’s SoFi Select 500 ETF SFY Stock Holding History

Concord Wealth Partners’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	$25.2K	Buy	+169	New	+$24.2K	﹤0.01%	452
2026 Q1	–	Sell	-169	Closed	-$22.3K	–	675
2025 Q4	$22.3K	Hold	169	–	–	﹤0.01%	426
2025 Q3	$21.8K	Hold	169	–	–	﹤0.01%	447
2025 Q2	$20K	Hold	169	–	–	﹤0.01%	460
2025 Q1	$17.2K	Hold	169	–	–	﹤0.01%	448
2024 Q4	$18.4K	Hold	169	–	–	﹤0.01%	471
2024 Q3	$17.6K	Hold	169	–	–	﹤0.01%	493
2024 Q2	$16.8K	Hold	169	–	–	﹤0.01%	453
2024 Q1	$15.8K	Buy	+169	New	+$14.9K	﹤0.01%	519

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

Concord Wealth Partners's SFY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in SoFi Select 500 ETF (SFY) in Q2 2026: 169 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SFY as recently as Q4 2025.

Concord Wealth Partners first reported a position in SFY in Q1 2024 and has held it in 9 quarters since. 62 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Concord Wealth Partners held 169 shares of SoFi Select 500 ETF worth $25.2K as of Q2 2026.
SoFi Select 500 ETF was a new Concord Wealth Partners position in Q2 2026.
SoFi Select 500 ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #452 holding.
Concord Wealth Partners first reported a position in SoFi Select 500 ETF in Q1 2024 and has held it in 9 quarters since.
62 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.