UBS Group
SFY icon

UBS Group’s SoFi Select 500 ETF SFY Stock Holding History

UBS Group’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
Q2 		– Sell
-1,737
Closed -$217K – 10966
2026
Q1 		$217K Buy
+1,737
New +$228K ﹤0.01% 6594
2025
Q3 		– Sell
-240
Closed -$28.4K – 10862
2025
Q2 		$28.4K Sell
240
-4,106
-94% -$439K ﹤0.01% 8205
2025
Q1 		$443K Buy
+4,346
New +$474K ﹤0.01% 5947
2024
Q4 		– Sell
-106
Closed -$11K – 10343
2024
Q3 		$11K Buy
+106
New +$10.6K ﹤0.01% 7702
2024
Q1 		– Sell
-10
Closed -$881 – 9942
2023
Q4 		$881 Sell
10
-57
-85% -$4.53K ﹤0.01% 8486
2023
Q3 		$5.11K Sell
67
-87
-56% -$6.87K ﹤0.01% 7390
2023
Q2 		$12K Buy
+154
New +$11.4K ﹤0.01% 7084
2023
Q1 		– Sell
-597
Closed -$39.6K – 10286
2022
Q4 		$39.6K Buy
597
+187
+46% +$12.7K ﹤0.01% 6981
2022
Q3 		$26K Buy
410
+315
+332% +$22.1K ﹤0.01% 7061
2022
Q2 		$7K Sell
95
-1,013
-91% -$73.8K ﹤0.01% 8526
2022
Q1 		$91K Buy
1,108
+892
+413% +$71.7K ﹤0.01% 5995
2021
Q4 		$19K Buy
+216
New +$18.5K ﹤0.01% 7913
2021
Q2 		– Sell
-430
Closed -$31K – 9768
2021
Q1 		$31K Buy
+430
New +$30.5K ﹤0.01% 6989
2020
Q4 		– Sell
-22
Closed -$1K – 8705
2020
Q3 		$1K Buy
+22
New +$1.33K ﹤0.01% 7830
2020
Q2 		– Sell
-486
Closed -$22K – 8306
2020
Q1 		$22K Buy
+486
New +$26.1K ﹤0.01% 6443
2019
Q4 		– Sell
-88
Closed -$5K – 8367
2019
Q3 		$5K Sell
88
-114
-56% -$5.85K ﹤0.01% 7487
2019
Q2 		$10K Buy
+202
New +$10.1K ﹤0.01% 7073

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

UBS Group's SFY Position: Q2 2026 in Review

UBS Group sold out of SoFi Select 500 ETF (SFY) in Q2 2026, closing a stake of 1,737 shares — an estimated $217K sold.

UBS Group first reported a position in SFY in Q2 2019 and held it in 17 quarters. The position peaked at $443K in Q1 2025. 62 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

  • UBS Group reported no remaining SoFi Select 500 ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1,737 SoFi Select 500 ETF shares in Q2 2026, an estimated $217K.
  • UBS Group first reported a position in SoFi Select 500 ETF in Q2 2019 and held it in 17 quarters.
  • UBS Group's SoFi Select 500 ETF position peaked at $443K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.