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
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

PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial's SFYF Position: Q2 2026 in Review

Truist Financial reduced its SoFi Social 50 ETF (SFYF) stake by 3.9% in Q2 2026, selling an estimated $12K and leaving 5,013 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

Truist Financial first reported a position in SFYF in Q3 2025 and has held it in 4 quarters since. The position peaked at $331K in Q4 2025. 15 funds tracked by Wall St. Rank hold SFYF as of Q2 2026.

  • Truist Financial held 5,013 shares of SoFi Social 50 ETF worth $312K as of Q2 2026.
  • Truist Financial sold 201 SoFi Social 50 ETF shares in Q2 2026, an estimated $12K.
  • SoFi Social 50 ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2518 holding.
  • Truist Financial first reported a position in SoFi Social 50 ETF in Q3 2025 and has held it in 4 quarters since.
  • Truist Financial's SoFi Social 50 ETF position peaked at $331K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.