Osaic Holdings’s SoFi Social 50 ETF SFYF Stock Holding History

Osaic Holdings’s Portfolio SFYF Stock Details SFYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.8K	Hold	913	–	–	﹤0.01%	5388
2026 Q1	$46.6K	Hold	913	–	–	﹤0.01%	5281
2025 Q4	$51K	Hold	913	–	–	﹤0.01%	5219
2025 Q3	$50K	Hold	913	–	–	﹤0.01%	5310
2025 Q2	$42.7K	Buy	+913	New	+$38.2K	﹤0.01%	5163
2023 Q2	–	Sell	-62	Closed	-$1.48K	–	7567
2023 Q1	$1.48K	Buy	62 +15	+32%	+$335	﹤0.01%	6837
2022 Q4	$1K	Hold	47	–	–	﹤0.01%	6943
2022 Q3	$1K	Sell	47 -162	-78%	-$4.15K	﹤0.01%	7052
2022 Q2	$5K	Hold	209	–	–	﹤0.01%	6495
2022 Q1	$7K	Sell	209 -127	-38%	-$4.08K	﹤0.01%	6346
2021 Q4	$13K	Buy	336 +162	+93%	+$6.36K	﹤0.01%	6100
2021 Q3	$7K	Buy	174 +47	+37%	+$1.82K	﹤0.01%	6400
2021 Q2	$5K	Hold	127	–	–	﹤0.01%	6375
2021 Q1	$4K	Buy	+127	New	+$3.81K	﹤0.01%	6289

Other funds holding SFYF

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

APFP

Action Point Financial Planning Grand Rapids, Michigan $984M AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's SFYF Position: Q2 2026 in Review

Osaic Holdings held its SoFi Social 50 ETF (SFYF) position steady in Q2 2026 at 913 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5388.

Osaic Holdings first reported a position in SFYF in Q1 2021 and has held it in 14 quarters since. 15 funds tracked by Wall St. Rank hold SFYF as of Q2 2026.

Osaic Holdings held 913 shares of SoFi Social 50 ETF worth $56.8K as of Q2 2026.
Osaic Holdings left its SoFi Social 50 ETF share count unchanged in Q2 2026.
SoFi Social 50 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5388 holding.
Osaic Holdings first reported a position in SoFi Social 50 ETF in Q1 2021 and has held it in 14 quarters since.
15 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.