Fidelity Investments’s SoFi Select 500 ETF SFY Stock Holding History

Fidelity Investments’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	$1.13M	Buy	7,619 +3,610	+90%	+$517K	﹤0.01%	2961
2026 Q1	$500K	Sell	4,009 -775	-16%	-$102K	﹤0.01%	3128
2025 Q4	$632K	Sell	4,784 -136	-3%	-$17.9K	﹤0.01%	2993
2025 Q3	$636K	Buy	4,920 +277	+6%	+$34.2K	﹤0.01%	2954
2025 Q2	$548K	Buy	4,643 +169	+4%	+$18.1K	﹤0.01%	2928
2025 Q1	$456K	Buy	4,474 +376	+9%	+$41K	﹤0.01%	2932
2024 Q4	$446K	Buy	4,098 +555	+16%	+$60.6K	﹤0.01%	2974
2024 Q3	$368K	Buy	3,543 +1,826	+106%	+$182K	﹤0.01%	2985
2024 Q2	$171K	Buy	1,717 +805	+88%	+$75.8K	﹤0.01%	3084
2024 Q1	$84.9K	Buy	912 +9	+1%	+$795	﹤0.01%	3352
2023 Q4	$76.5K	Buy	903 +188	+26%	+$14.9K	﹤0.01%	3328
2023 Q3	$54.7K	Buy	715 +315	+79%	+$24.9K	﹤0.01%	3329
2023 Q2	$31.4K	Buy	400 +366	+1,076%	+$27K	﹤0.01%	3660
2023 Q1	$2.48K	Buy	+34	New	+$2.38K	﹤0.01%	4578
2021 Q2	–	Hold	0	–	–	–	4796
2021 Q1	–	Hold	0	–	–	–	4477

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

Fidelity Investments's SFY Position: Q2 2026 in Review

Fidelity Investments increased its SoFi Select 500 ETF (SFY) stake by 90% in Q2 2026, buying an estimated $517K and bringing the position to 7,619 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

Fidelity Investments first reported a position in SFY in Q1 2023 and has held it in 14 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Fidelity Investments held 7,619 shares of SoFi Select 500 ETF worth $1.13M as of Q2 2026.
Fidelity Investments bought 3,610 SoFi Select 500 ETF shares in Q2 2026, an estimated $517K.
SoFi Select 500 ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2961 holding.
Fidelity Investments first reported a position in SoFi Select 500 ETF in Q1 2023 and has held it in 14 quarters since.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.