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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

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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.