Rockefeller Capital Management
SFY icon

Rockefeller Capital Management’s SoFi Select 500 ETF SFY Stock Holding History

Rockefeller Capital Management’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
Q3 		– Sell
-40
Closed -$5.96K – 4972
2026
Q2 		$5.96K Hold
40
– – ﹤0.01% 4193
2026
Q1 		$4.99K Hold
40
– – ﹤0.01% 4243
2025
Q4 		$5.29K Buy
+40
New +$5.26K ﹤0.01% 4055

Other funds holding SFY

SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Mustico Financial Group
Mustico Financial Group Elmira, New York $156M AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Nova Wealth Management
Nova Wealth Management Bonita Springs, Florida $177M AUM 18.41% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pathway Financial Advisers
Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return
ZEGA Investments
ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

Rockefeller Capital Management's SFY Position: Q3 2026 in Review

Rockefeller Capital Management sold out of SoFi Select 500 ETF (SFY) in Q3 2026, closing a stake of 40 shares — an estimated $5.96K sold.

Rockefeller Capital Management first reported a position in SFY in Q4 2025 and held it in 3 quarters. The position peaked at $5.96K in Q2 2026. 56 funds tracked by Wall St. Rank hold SFY as of Q3 2026.

  • Rockefeller Capital Management reported no remaining SoFi Select 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 40 SoFi Select 500 ETF shares in Q3 2026, an estimated $5.96K.
  • Rockefeller Capital Management first reported a position in SoFi Select 500 ETF in Q4 2025 and held it in 3 quarters.
  • Rockefeller Capital Management's SoFi Select 500 ETF position peaked at $5.96K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.