Osaic Holdings
SFY icon

Osaic Holdings’s SoFi Select 500 ETF SFY Stock Holding History

Osaic Holdings’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
2026
Q1 		$50.7K Buy
406
+140
+53% +$18.4K ﹤0.01% 5208
2025
Q4 		$35.2K Buy
266
+106
+66% +$13.9K ﹤0.01% 5491
2025
Q3 		$20K Sell
160
-6
-4% -$740 ﹤0.01% 5930
2025
Q2 		$18.8K Sell
166
-15
-8% -$1.6K ﹤0.01% 5765
2025
Q1 		$18.4K Sell
181
-4,761
-96% -$519K ﹤0.01% 5419
2024
Q4 		$538K Buy
4,942
+676
+16% +$73.8K ﹤0.01% 2732
2024
Q3 		$443K Buy
4,266
+2,799
+191% +$279K ﹤0.01% 2991
2024
Q2 		$146K Buy
1,467
+598
+69% +$56.3K ﹤0.01% 3831
2024
Q1 		$80.9K Buy
869
+56
+7% +$4.95K ﹤0.01% 4392
2023
Q4 		$68.9K Sell
813
-4
-0.5% -$318 ﹤0.01% 4684
2023
Q3 		$62.5K Buy
817
+627
+330% +$49.5K ﹤0.01% 4830
2023
Q2 		$14.9K Buy
190
+60
+46% +$4.43K ﹤0.01% 5747
2023
Q1 		$9.38K Buy
130
+69
+113% +$4.83K ﹤0.01% 6014
2022
Q4 		$4K Buy
61
+27
+79% +$1.83K ﹤0.01% 6423
2022
Q3 		$2K Sell
34
-18
-35% -$1.26K ﹤0.01% 6824
2022
Q2 		$4K Sell
52
-5
-9% -$364 ﹤0.01% 6626
2022
Q1 		$5K Buy
+57
New +$4.58K ﹤0.01% 6500

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings's SFY Position: Q1 2026 in Review

Osaic Holdings increased its SoFi Select 500 ETF (SFY) stake by 53% in Q1 2026, buying an estimated $18.4K and bringing the position to 406 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5208.

Osaic Holdings first reported a position in SFY in Q1 2022 and has held it in 17 quarters since. The position peaked at $538K in Q4 2024. 57 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

  • Osaic Holdings held 406 shares of SoFi Select 500 ETF worth $50.7K as of Q1 2026.
  • Osaic Holdings bought 140 SoFi Select 500 ETF shares in Q1 2026, an estimated $18.4K.
  • SoFi Select 500 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5208 holding.
  • Osaic Holdings first reported a position in SoFi Select 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • Osaic Holdings's SoFi Select 500 ETF position peaked at $538K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.