Ken Fisher
SFY icon

Ken Fisher’s SoFi Select 500 ETF SFY Stock Holding History

Ken Fisher’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
Q2 		– Sell
-3,244
Closed -$331K – 1069
2025
Q1 		$331K Sell
3,244
-103
-3% -$11.2K ﹤0.01% 880
2024
Q4 		$364K Sell
3,347
-4
-0.1% -$437 ﹤0.01% 827
2024
Q3 		$348K Buy
+3,351
New +$334K ﹤0.01% 809

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 $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Ken Fisher's SFY Position: Q2 2025 in Review

Ken Fisher sold out of SoFi Select 500 ETF (SFY) in Q2 2025, closing a stake of 3,244 shares — an estimated $331K sold.

Ken Fisher first reported a position in SFY in Q3 2024 and held it in 3 quarters. The position peaked at $364K in Q4 2024. 42 funds tracked by Wall St. Rank hold SFY as of Q2 2025.

  • Ken Fisher reported no remaining SoFi Select 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Ken Fisher sold 3,244 SoFi Select 500 ETF shares in Q2 2025, an estimated $331K.
  • Ken Fisher first reported a position in SoFi Select 500 ETF in Q3 2024 and held it in 3 quarters.
  • Ken Fisher's SoFi Select 500 ETF position peaked at $364K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.