Kathleen S. Wright Associates
SFY icon

Kathleen S. Wright Associates’s SoFi Select 500 ETF SFY Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$6.33K Hold
49
– – ﹤0.01% 221
2025
Q2 		$5.79K Hold
49
– – ﹤0.01% 230
2025
Q1 		$4.99K Buy
+49
New +$5.34K ﹤0.01% 236

Other funds holding SFY

SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Mustico Financial Group
Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

Kathleen S. Wright Associates's SFY Position: Q3 2025 in Review

Kathleen S. Wright Associates held its SoFi Select 500 ETF (SFY) position steady in Q3 2025 at 49 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Kathleen S. Wright Associates first reported a position in SFY in Q1 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold SFY as of Q3 2025.

  • Kathleen S. Wright Associates held 49 shares of SoFi Select 500 ETF worth $6.33K as of Q3 2025.
  • Kathleen S. Wright Associates left its SoFi Select 500 ETF share count unchanged in Q3 2025.
  • SoFi Select 500 ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #221 holding.
  • Kathleen S. Wright Associates first reported a position in SoFi Select 500 ETF in Q1 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.