Fidelity Investments’s SoFi Next 500 ETF SFYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,141
| Closed | -$34.8K | – | 5547 |
|
|
2025
Q4 | $34.8K | Hold |
2,141
| – | – | ﹤0.01% | 4255 |
|
|
2025
Q3 | $34.4K | Sell |
2,141
-105
| -5% | -$1.63K | ﹤0.01% | 4138 |
|
|
2025
Q2 | $33.5K | Sell |
2,246
-401
| -15% | -$5.57K | ﹤0.01% | 4083 |
|
|
2025
Q1 | $35.8K | Sell |
2,647
-55
| -2% | -$799 | ﹤0.01% | 3998 |
|
|
2024
Q4 | $39K | Buy |
2,702
+378
| +16% | +$5.62K | ﹤0.01% | 3954 |
|
|
2024
Q3 | $33.2K | Buy |
2,324
+1,533
| +194% | +$21K | ﹤0.01% | 3959 |
|
|
2024
Q2 | $10.5K | Buy |
791
+584
| +282% | +$7.87K | ﹤0.01% | 4314 |
|
|
2024
Q1 | $2.89K | Sell |
207
-1
| -0.5% | -$13 | ﹤0.01% | 4632 |
|
|
2023
Q4 | $2.66K | Sell |
208
-57
| -22% | -$671 | ﹤0.01% | 4593 |
|
|
2023
Q3 | $3.12K | Buy |
265
+201
| +314% | +$2.46K | ﹤0.01% | 4442 |
|
|
2023
Q2 | $783 | Buy |
64
+41
| +178% | +$473 | ﹤0.01% | 4750 |
|
|
2023
Q1 | $264 | Buy |
+23
| New | +$268 | ﹤0.01% | 4836 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | – | – | 4948 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | +$14 | ﹤0.01% | 4797 |
|
Fidelity Investments's SFYX Position: Q1 2026 in Review
Fidelity Investments sold out of SoFi Next 500 ETF (SFYX) in Q1 2026, closing a stake of 2,141 shares — an estimated $34.8K sold.
Fidelity Investments first reported a position in SFYX in Q2 2021 and held it in 13 quarters. The position peaked at $39K in Q4 2024. 0 funds tracked by Wall St. Rank hold SFYX as of Q1 2026.
- Fidelity Investments reported no remaining SoFi Next 500 ETF position as of Q1 2026 after selling out during the quarter.
- Fidelity Investments sold 2,141 SoFi Next 500 ETF shares in Q1 2026, an estimated $34.8K.
- Fidelity Investments first reported a position in SoFi Next 500 ETF in Q2 2021 and held it in 13 quarters.
- Fidelity Investments's SoFi Next 500 ETF position peaked at $39K in Q4 2024.
- 0 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.