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Perigon Wealth Management’s SoFi Social 50 ETF SFYF Stock Holding History

Perigon Wealth Management’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 		$606K Sell
9,742
-207
-2% -$12.4K 0.01% 795
2026
Q1 		$507K Sell
9,949
-877
-8% -$47.3K 0.01% 803
2025
Q4 		$605K Sell
10,826
-89
-0.8% -$4.97K 0.01% 704
2025
Q3 		$599K Sell
10,915
-306
-3% -$15.4K 0.01% 676
2025
Q2 		$525K Hold
11,221
– – 0.01% 652
2025
Q1 		$431K Hold
11,221
– – 0.01% 681
2024
Q4 		$487K Sell
11,221
-520
-4% -$21.3K 0.01% 649
2024
Q3 		$441K Buy
11,741
+835
+8% +$29.8K 0.01% 653
2024
Q2 		$384K Buy
10,906
+269
+3% +$8.75K 0.01% 605
2024
Q1 		$346K Hold
10,637
– – 0.01% 640
2023
Q4 		$318K Hold
10,637
– – 0.01% 635
2023
Q3 		$283K Hold
10,637
– – 0.01% 608
2023
Q2 		$294K Sell
10,637
-50
-0.5% -$1.23K 0.01% 614
2023
Q1 		$254K Hold
10,687
– – 0.01% 597
2022
Q4 		$208K Buy
10,687
+434
+4% +$9.5K 0.01% 645
2022
Q3 		$227K Buy
10,253
+1,224
+14% +$31.3K 0.02% 503
2022
Q2 		$206K Hold
9,029
– – 0.02% 536
2022
Q1 		$302K Buy
9,029
+477
+6% +$15.3K 0.02% 453
2021
Q4 		$322K Buy
+8,552
New +$336K 0.02% 437

Other funds holding SFYF

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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 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

Perigon Wealth Management's SFYF Position: Q2 2026 in Review

Perigon Wealth Management reduced its SoFi Social 50 ETF (SFYF) stake by 2.1% in Q2 2026, selling an estimated $12.4K and leaving 9,742 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #795.

Perigon Wealth Management first reported a position in SFYF in Q4 2021 and has held it in 19 quarters since. 15 funds tracked by Wall St. Rank hold SFYF as of Q2 2026.

  • Perigon Wealth Management held 9,742 shares of SoFi Social 50 ETF worth $606K as of Q2 2026.
  • Perigon Wealth Management sold 207 SoFi Social 50 ETF shares in Q2 2026, an estimated $12.4K.
  • SoFi Social 50 ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #795 holding.
  • Perigon Wealth Management first reported a position in SoFi Social 50 ETF in Q4 2021 and has held it in 19 quarters since.
  • 15 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.