Raymond James Financial’s SoFi Select 500 ETF SFY Stock Holding History

Raymond James Financial’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 Q2	$760K	Buy	5,107 +1,298	+34%	+$186K	﹤0.01%	4197
2026 Q1	$475K	Buy	3,809 +491	+15%	+$64.4K	﹤0.01%	4384
2025 Q4	$439K	Buy	3,318 +154	+5%	+$20.3K	﹤0.01%	4356
2025 Q3	$409K	Sell	3,164 -2,300	-42%	-$284K	﹤0.01%	4239
2025 Q2	$645K	Buy	5,464 +121	+2%	+$12.9K	﹤0.01%	3845
2025 Q1	$545K	Buy	5,343 +138	+3%	+$15K	﹤0.01%	3890
2024 Q4	$567K	Buy	+5,205	New	+$568K	﹤0.01%	3835

Other funds holding SFY

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Raymond James Financial's SFY Position: Q2 2026 in Review

Raymond James Financial increased its SoFi Select 500 ETF (SFY) stake by 34% in Q2 2026, buying an estimated $186K and bringing the position to 5,107 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #4197.

Raymond James Financial first reported a position in SFY in Q4 2024 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Raymond James Financial held 5,107 shares of SoFi Select 500 ETF worth $760K as of Q2 2026.
Raymond James Financial bought 1,298 SoFi Select 500 ETF shares in Q2 2026, an estimated $186K.
SoFi Select 500 ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4197 holding.
Raymond James Financial first reported a position in SoFi Select 500 ETF in Q4 2024 and has held it in 7 quarters since.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.