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
Q3 		$280K Sell
4,313
-700
-14% -$43.7K ﹤0.01% 2552
2026
Q2 		$312K Sell
5,013
-201
-4% -$12K ﹤0.01% 2518
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Truist Financial's SFYF Position: Q3 2026 in Review

Truist Financial reduced its SoFi Social 50 ETF (SFYF) stake by 14% in Q3 2026, selling an estimated $43.7K and leaving 4,313 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Truist Financial first reported a position in SFYF in Q3 2025 and has held it in 5 quarters since. The position peaked at $331K in Q4 2025. 8 funds tracked by Wall St. Rank hold SFYF as of Q3 2026.

  • Truist Financial held 4,313 shares of SoFi Social 50 ETF worth $280K as of Q3 2026.
  • Truist Financial sold 700 SoFi Social 50 ETF shares in Q3 2026, an estimated $43.7K.
  • SoFi Social 50 ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2552 holding.
  • Truist Financial first reported a position in SoFi Social 50 ETF in Q3 2025 and has held it in 5 quarters since.
  • Truist Financial's SoFi Social 50 ETF position peaked at $331K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.