Corient Private Wealth’s SoFi Select 500 ETF SFY Stock Holding History

Corient Private Wealth’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	–	Sell	-1,830	Closed	-$228K	–	3213
2026 Q1	$228K	Hold	1,830	–	–	﹤0.01%	2482
2025 Q4	$242K	Buy	1,830 +41	+2%	+$5.39K	﹤0.01%	2322
2025 Q3	$231K	Sell	1,789 -41	-2%	-$5.06K	﹤0.01%	2285
2025 Q2	$216K	Buy	+1,830	New	+$196K	﹤0.01%	2192

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

Corient Private Wealth's SFY Position: Q2 2026 in Review

Corient Private Wealth sold out of SoFi Select 500 ETF (SFY) in Q2 2026, closing a stake of 1,830 shares — an estimated $228K sold.

Corient Private Wealth first reported a position in SFY in Q2 2025 and held it in 4 quarters. The position peaked at $242K in Q4 2025. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Corient Private Wealth reported no remaining SoFi Select 500 ETF position as of Q2 2026 after selling out during the quarter.
Corient Private Wealth sold 1,830 SoFi Select 500 ETF shares in Q2 2026, an estimated $228K.
Corient Private Wealth first reported a position in SoFi Select 500 ETF in Q2 2025 and held it in 4 quarters.
Corient Private Wealth's SoFi Select 500 ETF position peaked at $242K in Q4 2025.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.