Truist Financial
SFYF icon

Truist Financial’s SoFi Social 50 ETF SFYF Stock Holding History

Truist Financial’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
2026
Q1 		$266K Sell
5,214
-713
-12% -$38.4K ﹤0.01% 2460
2025
Q4 		$331K Buy
5,927
+1,903
+47% +$106K ﹤0.01% 2270
2025
Q3 		$221K Buy
+4,024
New +$202K ﹤0.01% 2500

Other funds holding SFYF

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial's SFYF Position: Q1 2026 in Review

Truist Financial reduced its SoFi Social 50 ETF (SFYF) stake by 12% in Q1 2026, selling an estimated $38.4K and leaving 5,214 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Truist Financial first reported a position in SFYF in Q3 2025 and has held it in 3 quarters since. The position peaked at $331K in Q4 2025. 16 funds tracked by Wall St. Rank hold SFYF as of Q1 2026.

  • Truist Financial held 5,214 shares of SoFi Social 50 ETF worth $266K as of Q1 2026.
  • Truist Financial sold 713 SoFi Social 50 ETF shares in Q1 2026, an estimated $38.4K.
  • SoFi Social 50 ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2460 holding.
  • Truist Financial first reported a position in SoFi Social 50 ETF in Q3 2025 and has held it in 3 quarters since.
  • Truist Financial's SoFi Social 50 ETF position peaked at $331K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.