Farther Finance Advisors’s SoFi Select 500 ETF SFY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$72.2K Sell
470
-88
-16% -$13.2K ﹤0.01% 3121
2026
Q2
$83K Buy
558
+248
+80% +$35.5K ﹤0.01% 2855
2026
Q1
$39.1K Buy
310
+308
+15,400% +$40.4K ﹤0.01% 3177
2025
Q4
$266 Buy
+2
New +$263 ﹤0.01% 5161
2025
Q3
– Sell
-11
Closed -$1.3K – 5063
2025
Q2
$1.3K Hold
11
– – ﹤0.01% 3837
2025
Q1
$1.13K Hold
11
– – ﹤0.01% 3571
2024
Q4
$1.2K Hold
11
– – ﹤0.01% 3186
2024
Q3
$1.14K Hold
11
– – ﹤0.01% 3202
2024
Q2
$1.12K Hold
11
– – ﹤0.01% 3033
2024
Q1
$1.04K Hold
11
– – ﹤0.01% 2757
2023
Q4
$953 Buy
+11
New +$873 ﹤0.01% 2756
2023
Q3
– Hold
0
– – – 2605
2023
Q2
– Hold
0
– – – 2485
2023
Q1
– Hold
0
– – – 2340

Farther Finance Advisors's SFY Position: Q3 2026 in Review

Farther Finance Advisors reduced its SoFi Select 500 ETF (SFY) stake by 16% in Q3 2026, selling an estimated $13.2K and leaving 470 shares worth $72.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3121.

Farther Finance Advisors first reported a position in SFY in Q4 2023 and has held it in 11 quarters since. The position peaked at $83K in Q2 2026. 1 fund tracked by Wall St. Rank holds SFY as of Q3 2026.

  • Farther Finance Advisors held 470 shares of SoFi Select 500 ETF worth $72.2K as of Q3 2026.
  • Farther Finance Advisors sold 88 SoFi Select 500 ETF shares in Q3 2026, an estimated $13.2K.
  • SoFi Select 500 ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3121 holding.
  • Farther Finance Advisors first reported a position in SoFi Select 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's SoFi Select 500 ETF position peaked at $83K in Q2 2026.
  • 1 fund tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.