Root Financial Partners’s SoFi Select 500 ETF SFY Stock Holding History

Root Financial Partners’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	–	Sell	-207	Closed	-$25.8K	–	2689
2026 Q1	$25.8K	Sell	207 -120	-37%	-$15.7K	﹤0.01%	1183
2025 Q4	$43.2K	Buy	+327	New	+$43K	﹤0.01%	777

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

Root Financial Partners's SFY Position: Q2 2026 in Review

Root Financial Partners sold out of SoFi Select 500 ETF (SFY) in Q2 2026, closing a stake of 207 shares — an estimated $25.8K sold.

Root Financial Partners first reported a position in SFY in Q4 2025 and held it in 2 quarters. The position peaked at $43.2K in Q4 2025. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Root Financial Partners reported no remaining SoFi Select 500 ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 207 SoFi Select 500 ETF shares in Q2 2026, an estimated $25.8K.
Root Financial Partners first reported a position in SoFi Select 500 ETF in Q4 2025 and held it in 2 quarters.
Root Financial Partners's SoFi Select 500 ETF position peaked at $43.2K in Q4 2025.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.