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 Q3	$26K	Hold	169	–	–	﹤0.01%	434
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 $2.59B 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

Concord Wealth Partners's SFY Position: Q3 2026 in Review

Concord Wealth Partners held its SoFi Select 500 ETF (SFY) position steady in Q3 2026 at 169 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Concord Wealth Partners first reported a position in SFY in Q1 2024 and has held it in 10 quarters since. 33 funds tracked by Wall St. Rank hold SFY as of Q3 2026.

Concord Wealth Partners held 169 shares of SoFi Select 500 ETF worth $26K as of Q3 2026.
Concord Wealth Partners left its SoFi Select 500 ETF share count unchanged in Q3 2026.
SoFi Select 500 ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #434 holding.
Concord Wealth Partners first reported a position in SoFi Select 500 ETF in Q1 2024 and has held it in 10 quarters since.
33 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.