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SFYF icon

Transce3nd’s SoFi Social 50 ETF SFYF Stock Holding History

Transce3nd’s Portfolio SFYF Stock Details SFYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-190
Closed -$8.89K – 961
2025
Q2 		$8.89K Hold
190
– – ﹤0.01% 600
2025
Q1 		$7.3K Hold
190
– – ﹤0.01% 642
2024
Q4 		$8.2K Buy
+190
New +$7.79K ﹤0.01% 801

Other funds holding SFYF

PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

Transce3nd's SFYF Position: Q3 2025 in Review

Transce3nd sold out of SoFi Social 50 ETF (SFYF) in Q3 2025, closing a stake of 190 shares — an estimated $8.89K sold.

Transce3nd first reported a position in SFYF in Q4 2024 and held it in 3 quarters. The position peaked at $8.89K in Q2 2025. 10 funds tracked by Wall St. Rank hold SFYF as of Q3 2025.

  • Transce3nd reported no remaining SoFi Social 50 ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 190 SoFi Social 50 ETF shares in Q3 2025, an estimated $8.89K.
  • Transce3nd first reported a position in SoFi Social 50 ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's SoFi Social 50 ETF position peaked at $8.89K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.