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SFYF icon

&Partners’s SoFi Social 50 ETF SFYF Stock Holding History

&Partners’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 		$247K Sell
3,965
-90
-2% -$5.38K ﹤0.01% 2254
2026
Q1 		$207K Buy
4,055
+99
+3% +$5.34K ﹤0.01% 2233
2025
Q4 		$221K Buy
+3,956
New +$221K ﹤0.01% 2089

Other funds holding SFYF

PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

&Partners's SFYF Position: Q2 2026 in Review

&Partners reduced its SoFi Social 50 ETF (SFYF) stake by 2.2% in Q2 2026, selling an estimated $5.38K and leaving 3,965 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

&Partners first reported a position in SFYF in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold SFYF as of Q2 2026.

  • &Partners held 3,965 shares of SoFi Social 50 ETF worth $247K as of Q2 2026.
  • &Partners sold 90 SoFi Social 50 ETF shares in Q2 2026, an estimated $5.38K.
  • SoFi Social 50 ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2254 holding.
  • &Partners first reported a position in SoFi Social 50 ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.