SoFi Wealth
SFY icon

SoFi Wealth’s SoFi Select 500 ETF SFY Stock Holding History

SoFi Wealth’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 		$288M Buy
1,875,011
+48,785
+3% +$7.34M 11.14% 2
2026
Q2 		$272M Buy
1,826,226
+71,873
+4% +$10.3M 10.94% 2
2026
Q1 		$219M Buy
1,754,353
+110,408
+7% +$14.5M 10.55% 2
2025
Q4 		$217M Sell
1,643,945
-89,723
-5% -$11.8M 10.84% 3
2025
Q3 		$224M Sell
1,733,668
-20,327
-1% -$2.51M 12.06% 2
2025
Q2 		$207M Buy
1,753,995
+16,457
+0.9% +$1.76M 12.66% 3
2025
Q1 		$177M Sell
1,737,538
-4,937,018
-74% -$538M 13.31% 2
2024
Q4 		$726M Buy
6,674,556
+120,426
+2% +$13.1M 49.8% 1
2024
Q3 		$681M Buy
6,554,130
+427,105
+7% +$42.6M 50.11% 1
2024
Q2 		$608M Buy
6,127,025
+274,195
+5% +$25.8M 51.01% 1
2024
Q1 		$545M Buy
5,852,830
+352,675
+6% +$31.2M 50.69% 1
2023
Q4 		$466M Buy
5,500,155
+178,882
+3% +$14.2M 49.93% 1
2023
Q3 		$407M Buy
5,321,273
+188,437
+4% +$14.9M 49.61% 1
2023
Q2 		$402M Buy
5,132,836
+159,235
+3% +$11.8M 49.61% 1
2023
Q1 		$359M Buy
4,973,601
+246,452
+5% +$17.3M 48.42% 1
2022
Q4 		$314M Buy
4,727,149
+226,084
+5% +$15.3M 47.28% 1
2022
Q3 		$286M Buy
4,501,065
+214,567
+5% +$15.1M 47.96% 1
2022
Q2 		$282M Buy
4,286,498
+264,773
+7% +$19.3M 47.29% 1
2022
Q1 		$329M Buy
+4,021,725
New +$323M 49.94% 1

Other funds holding SFY

Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Pathway Financial Advisers
Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

SoFi Wealth's SFY Position: Q3 2026 in Review

SoFi Wealth increased its SoFi Select 500 ETF (SFY) stake by 2.7% in Q3 2026, buying an estimated $7.34M and bringing the position to 1,875,011 shares worth $288M. The position accounts for 11.14% of the portfolio, ranked #2.

SoFi Wealth first reported a position in SFY in Q1 2022 and has held it in 19 quarters since. The position peaked at $726M in Q4 2024. 19 funds tracked by Wall St. Rank hold SFY as of Q3 2026.

  • SoFi Wealth held 1,875,011 shares of SoFi Select 500 ETF worth $288M as of Q3 2026.
  • SoFi Wealth bought 48,785 SoFi Select 500 ETF shares in Q3 2026, an estimated $7.34M.
  • SoFi Select 500 ETF made up 11.14% of SoFi Wealth's portfolio in Q3 2026, its #2 holding.
  • SoFi Wealth first reported a position in SoFi Select 500 ETF in Q1 2022 and has held it in 19 quarters since.
  • SoFi Wealth's SoFi Select 500 ETF position peaked at $726M in Q4 2024.
  • 19 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.

Based on SoFi Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.