Root Financial Partners’s SoFi Select 500 ETF SFY Stock Holding History
Bought
Maintained
Sold
Other funds holding SFY
Root Financial Partners's SFY Position: Q3 2026 in Review
Root Financial Partners opened a new position in SoFi Select 500 ETF (SFY) in Q3 2026: 4 shares worth $615. The stake represents ﹤0.01% of the portfolio and ranks #3144 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SFY as recently as Q1 2026.
Root Financial Partners first reported a position in SFY in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.2K in Q4 2025. 38 funds tracked by Wall St. Rank hold SFY as of Q3 2026.
- Root Financial Partners held 4 shares of SoFi Select 500 ETF worth $615 as of Q3 2026.
- SoFi Select 500 ETF was a new Root Financial Partners position in Q3 2026.
- SoFi Select 500 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3144 holding.
- Root Financial Partners first reported a position in SoFi Select 500 ETF in Q4 2025 and has held it in 3 quarters since.
- Root Financial Partners's SoFi Select 500 ETF position peaked at $43.2K in Q4 2025.
- 38 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.
Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.