UBS Group
SFYX

UBS Group’s SoFi Next 500 ETF SFYX Stock Holding History

UBS Group’s Portfolio SFYX Stock Details SFYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-466
Closed -$7.5K – 11089
2025
Q3 		$7.5K Sell
466
-5,903
-93% -$91.8K ﹤0.01% 8720
2025
Q2 		$95K Buy
6,369
+3,500
+122% +$48.6K ﹤0.01% 7280
2025
Q1 		$38.8K Buy
2,869
+2,786
+3,357% +$40.5K ﹤0.01% 7770
2024
Q4 		$1.2K Buy
+83
New +$1.24K ﹤0.01% 9291
2024
Q3 		– Sell
-2,280
Closed -$30.4K – 10006
2024
Q2 		$30.4K Buy
+2,280
New +$30.7K ﹤0.01% 7049
2023
Q2 		– Sell
-520
Closed -$5.97K – 9554
2023
Q1 		$5.97K Sell
520
-17
-3% -$198 ﹤0.01% 7972
2022
Q4 		$5.92K Buy
+537
New +$6.03K ﹤0.01% 9112
2022
Q3 		– Sell
-366
Closed -$4K – 10855
2022
Q2 		$4K Sell
366
-801
-69% -$9.64K ﹤0.01% 9113
2022
Q1 		$16K Buy
1,167
+544
+87% +$7.21K ﹤0.01% 7751
2021
Q4 		$9K Sell
623
-1,229
-66% -$18K ﹤0.01% 8921
2021
Q3 		$26K Buy
1,852
+1,601
+638% +$22.9K ﹤0.01% 6891
2021
Q2 		$4K Buy
+251
New +$3.51K ﹤0.01% 8690
2020
Q3 		– Sell
-1,004
Closed -$10K – 8364
2020
Q2 		$10K Buy
1,004
+777
+342% +$6.89K ﹤0.01% 7025
2020
Q1 		$2K Sell
227
-18
-7% -$175 ﹤0.01% 7635
2019
Q4 		$3K Sell
245
-2
-0.8% -$20 ﹤0.01% 7761
2019
Q3 		$2K Sell
247
-12
-5% -$120 ﹤0.01% 7745
2019
Q2 		$3K Buy
+259
New +$2.56K ﹤0.01% 7540

Other funds holding SFYX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

UBS Group's SFYX Position: Q4 2025 in Review

UBS Group sold out of SoFi Next 500 ETF (SFYX) in Q4 2025, closing a stake of 466 shares — an estimated $7.5K sold.

UBS Group first reported a position in SFYX in Q2 2019 and held it in 17 quarters. The position peaked at $95K in Q2 2025. 14 funds tracked by Wall St. Rank hold SFYX as of Q4 2025.

  • UBS Group reported no remaining SoFi Next 500 ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 466 SoFi Next 500 ETF shares in Q4 2025, an estimated $7.5K.
  • UBS Group first reported a position in SoFi Next 500 ETF in Q2 2019 and held it in 17 quarters.
  • UBS Group's SoFi Next 500 ETF position peaked at $95K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.