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 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

MFG

Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial's SFY Position: Q1 2026 in Review

Raymond James Financial increased its SoFi Select 500 ETF (SFY) stake by 15% in Q1 2026, buying an estimated $64.4K and bringing the position to 3,809 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #4384.

Raymond James Financial first reported a position in SFY in Q4 2024 and has held it in 6 quarters since. The position peaked at $645K in Q2 2025. 58 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

Raymond James Financial held 3,809 shares of SoFi Select 500 ETF worth $475K as of Q1 2026.
Raymond James Financial bought 491 SoFi Select 500 ETF shares in Q1 2026, an estimated $64.4K.
SoFi Select 500 ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4384 holding.
Raymond James Financial first reported a position in SoFi Select 500 ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's SoFi Select 500 ETF position peaked at $645K in Q2 2025.
58 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.