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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
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

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

&Partners's SFYF Position: Q1 2026 in Review

&Partners increased its SoFi Social 50 ETF (SFYF) stake by 2.5% in Q1 2026, buying an estimated $5.34K and bringing the position to 4,055 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

&Partners first reported a position in SFYF in Q4 2025 and has held it in 2 quarters since. The position peaked at $221K in Q4 2025. 16 funds tracked by Wall St. Rank hold SFYF as of Q1 2026.

  • &Partners held 4,055 shares of SoFi Social 50 ETF worth $207K as of Q1 2026.
  • &Partners bought 99 SoFi Social 50 ETF shares in Q1 2026, an estimated $5.34K.
  • SoFi Social 50 ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2233 holding.
  • &Partners first reported a position in SoFi Social 50 ETF in Q4 2025 and has held it in 2 quarters since.
  • &Partners's SoFi Social 50 ETF position peaked at $221K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.