Larson Financial Group’s SoFi Next 500 ETF SFYX Stock Holding History

Larson Financial Group’s Portfolio SFYX Stock Details SFYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-27	Closed	-$439	–	3776
2025 Q4	$439	Hold	27	–	–	﹤0.01%	3147
2025 Q3	$434	Hold	27	–	–	﹤0.01%	3133
2025 Q2	$403	Hold	27	–	–	﹤0.01%	2914
2025 Q1	$365	Hold	27	–	–	﹤0.01%	2657
2024 Q4	$390	Hold	27	–	–	﹤0.01%	2269
2024 Q3	$385	Hold	27	–	–	﹤0.01%	2194
2024 Q2	$360	Hold	27	–	–	﹤0.01%	1918
2024 Q1	$377	Hold	27	–	–	﹤0.01%	1583
2023 Q4	$345	Hold	27	–	–	﹤0.01%	1607
2023 Q3	$318	Hold	27	–	–	﹤0.01%	1608
2023 Q2	$329	Hold	27	–	–	﹤0.01%	1475
2023 Q1	$310	Hold	27	–	–	﹤0.01%	1443
2022 Q4	$298	Hold	27	–	–	﹤0.01%	1404
2022 Q3	$0	Hold	27	–	–	﹤0.01%	1386
2022 Q2	$0	Hold	27	–	–	﹤0.01%	1289
2022 Q1	$0	Hold	27	–	–	﹤0.01%	1147
2021 Q4	$0	Hold	27	–	–	﹤0.01%	1163
2021 Q3	$0	Hold	27	–	–	﹤0.01%	940
2021 Q2	$0	Hold	27	–	–	﹤0.01%	926
2021 Q1	$0	Buy	+27	New	+$358	﹤0.01%	922

Larson Financial Group's SFYX Position: Q1 2026 in Review

Larson Financial Group sold out of SoFi Next 500 ETF (SFYX) in Q1 2026, closing a stake of 27 shares — an estimated $439 sold.

Larson Financial Group first reported a position in SFYX in Q1 2021 and held it in 20 quarters. The position peaked at $439 in Q4 2025. 0 funds tracked by Wall St. Rank hold SFYX as of Q1 2026.

Larson Financial Group reported no remaining SoFi Next 500 ETF position as of Q1 2026 after selling out during the quarter.
Larson Financial Group sold 27 SoFi Next 500 ETF shares in Q1 2026, an estimated $439.
Larson Financial Group first reported a position in SoFi Next 500 ETF in Q1 2021 and held it in 20 quarters.
Larson Financial Group's SoFi Next 500 ETF position peaked at $439 in Q4 2025.
0 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.