UBS Group
SFYF icon

UBS Group’s SoFi Social 50 ETF SFYF Stock Holding History

UBS Group’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 		– Sell
-164
Closed -$8.37K – 10967
2026
Q1 		$8.37K Sell
164
-210
-56% -$11.3K ﹤0.01% 8512
2025
Q4 		$20.9K Buy
+374
New +$20.9K ﹤0.01% 7754
2024
Q1 		– Sell
-95
Closed -$2.84K – 9943
2023
Q4 		$2.84K Sell
95
-786
-89% -$21.6K ﹤0.01% 8047
2023
Q3 		$23.4K Buy
881
+238
+37% +$6.67K ﹤0.01% 6722
2023
Q2 		$17.8K Buy
643
+618
+2,472% +$15.3K ﹤0.01% 6926
2023
Q1 		$595 Sell
25
-5,575
-100% -$125K ﹤0.01% 8965
2022
Q4 		$109K Buy
5,600
+691
+14% +$15.1K ﹤0.01% 6025
2022
Q3 		$109K Buy
4,909
+4,488
+1,066% +$115K ﹤0.01% 5634
2022
Q2 		$10K Sell
421
-488
-54% -$12.8K ﹤0.01% 7993
2022
Q1 		$30K Sell
909
-147
-14% -$4.72K ﹤0.01% 7009
2021
Q4 		$40K Buy
1,056
+1,055
+105,500% +$41.4K ﹤0.01% 7126
2021
Q3 		$0 Buy
+1
New +$39 ﹤0.01% 10018
2020
Q4 		– Sell
-1,365
Closed -$32K – 8706
2020
Q3 		$32K Buy
1,365
+1,165
+583% +$25.7K ﹤0.01% 5953
2020
Q2 		$4K Buy
200
+119
+147% +$2.11K ﹤0.01% 7471
2020
Q1 		$1K Buy
81
+18
+29% +$342 ﹤0.01% 7796
2019
Q4 		$1K Hold
63
– – ﹤0.01% 7979
2019
Q3 		$1K Sell
63
-37
-37% -$724 ﹤0.01% 7852
2019
Q2 		$2K Buy
+100
New +$1.96K ﹤0.01% 7632

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

UBS Group's SFYF Position: Q2 2026 in Review

UBS Group sold out of SoFi Social 50 ETF (SFYF) in Q2 2026, closing a stake of 164 shares — an estimated $8.37K sold.

UBS Group first reported a position in SFYF in Q2 2019 and held it in 18 quarters. The position peaked at $109K in Q3 2022. 15 funds tracked by Wall St. Rank hold SFYF as of Q2 2026.

  • UBS Group reported no remaining SoFi Social 50 ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 164 SoFi Social 50 ETF shares in Q2 2026, an estimated $8.37K.
  • UBS Group first reported a position in SoFi Social 50 ETF in Q2 2019 and held it in 18 quarters.
  • UBS Group's SoFi Social 50 ETF position peaked at $109K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q2 2026.

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